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Weekend Reading For Financial Planners (July 12–13)

Nerd's Eye View

Also in industry news this week: A recent survey finds that (unsolicited) client referrals are the top source of new clients for advisors this year, while networking, client appreciation events, and educational events have also proven to be fruitful for some advisors A survey suggests that some advisors might be underestimating their clients' interest (..)

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

The views and opinions expressed in this article are those of the author and do not necessarily reflect the official policy or position of Moran Wealth Management. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. It’s to reimagine everything.

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

Forty-six percent said they wanted to learn through in-depth video tutorials or courses, and 44% preferred educational articles or blog posts.

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

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Distributions of Stock in a GRAT Don’t Trigger Insider Trader Rules

Wealth Management

Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He is a member of the Tax Management Estates, Gifts and Trusts Advisory Board, and an Editorial Advisory Board Member of Trusts & Estates Magazine for which he currently writes the monthly "Tax Update" column.

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3 Smart Summer Moves to Keep Your Financial Plan (and Retirement Goals) on Track

MainStreet Financial Planning

For more ideas, read our article on Joyful Holiday Spending. Organize and Update Key Documents Summer is also a great time to review the paperwork side of your financial life. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents.

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From Confusion to Clarity: A New Way to Review Your Estate Plan

Tobias Financial

Estate planning is one of the most important steps in securing your financial legacy, but its also among the most complex. Vanilla helps us create a clearer, more organized view of a clients estate by integrating their financial and legacy planning.