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This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estateplandocument extraction tool to stand alongside its highly popular tax return scanning tool – which highlights how advances in AI technology have allowed tools like Holistiplan to go beyond tax returns and scan nearly any kind of document (..)
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Datalign Advisory, a data-driven advisor lead generation platform, has raised $5 million, with the announcement underscoring the reality that despite the many complaints from advisors about the cost and quality of paid (..)
According to a recent survey commissioned by Kestra Financial and Bluespring Wealth Partners, less than half (41%) of first-generation advisors have transferred equity to successors, and just 6% of those planning to retire within 10 years have a fully documented succession plan. One is training programs and peer groups.
Their public records, LinkedIn activity, financial documents and digital behavior are already synthesized into a secure, adaptive client profile—before they finish typing their name. What would normally require a lengthy back-and-forth of data entry, PDF uploads, manual reviews, and e-signature coordination becomes near-instant.
Document Management: Microsoft SharePoint SharePoint is the reason we’re in the whole Microsoft ecosystem. Copilot can very easily look across all of our Teams meetings, all of our SharePoint documents, our emails, etc. But again, we’ll continue to support both because of that client experience transition challenge.
Document Management: Microsoft 365/OneDrive JY: We did a big overhaul after buying the business. We created a whole new system, very similar to a clean folder management structure, just so we could find documents easily and make it very intuitive. It was a total brain dump, and you couldn’t find anything anywhere.
Related: The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish “Estateplanning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.
Whether you’re driven by a passion for a specific craft or an innovative idea, taking the leap into entrepreneurship requires careful planning and thoughtful consideration. Raine, who turned her passion into a thriving business. Therefore, having a realistic and comprehensive businessplan is crucial.
Melissa Rodriguez June 11, 2025 5 Min Read As the most significant intergenerational wealth transfer in the history of the United States unfolds, women, particularly widows, are increasingly at the forefront of estate management and disputes.
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Charles Schwab has taken a minority stake in estateplanning platform Wealth.com as it seeks to offer estatedocument preparation to its retail investor clients – which on the one hand gives Schwab a value-add that could keep (..)
What Can Shakespeare Teach Us About EstatePlanning? That’s the essence of estateplanning, a uniquely human enterprise. Unlock All Access Premium Subscription Get Trusts & Estates articles, digital editions, and an optional print subscription. Four observations inspired by The Bard of Avon.
Clients should monitor and evaluate outcomes, documenting successes and identifying challenges. The intersection of aging, disability and declining public capacity demands proactive, multidimensional planning. This planning not only offers protection to families facing a future of complex care but also provides peace of mind.
This month's edition kicks off with the news that digital estateplanning platform Wealth.com has raised a whopping $30 million in Series A funding, following on the heels of Vanilla's follow-on $20M capital round just a few months ago – which on the one hand reflects the anticipated enthusiasm for solutions that can help advisors efficiently (..)
This month's edition kicks off with the news that estateplanning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estateplanningdocuments, as it joins FP Alpha in the competition to become 'Holistiplan for estateplanning (..)
Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: FP Alpha unbundles its EstatePlanning Lab solution for automatically reading and summarizing clients' estateplanningdocuments available as a stand-alone option, and rolls out a new P&C Insurance Snapshot tool, (..)
A common service model for many financial advisory firms is to schedule annual client meetings throughout the year where the advisor meets with each client in the month they started working with the firm, and conducts a comprehensive review of all planning topics for the client.
And in the coming month, we’ll be rolling out our newest course on “How To Spot Planning Opportunities when Reviewing EstatePlanningDocuments” Because, the reality is, while we may learn about tax and estateplanning in our CFP classes, there’s remarkably little to show us as advisors how best to navigate the reams of tax (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5
Annual tax filing through a CPA (Certified Public Accountant), which includes compiling documents, preparing, and filing all tax forms for your household or small business. In a 1 hour tax-planning session, an expert advisor will: 1. Review your equity and tax documents 2. How does it work?
With a well-vetted businessplan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estateplan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
With a well-vetted businessplan, she came to us for guidance on how to proceed. Our next priority was to ensure Sharon’s estateplan was in place and up to date. Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit.
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