Wealth Management
JULY 31, 2025
Wealth managers also rely on AI for know-your-customer efficiency enhancements, spending less time preparing for, and following up from, client meetings, and providing increasingly bespoke communications. Raymond James Practice Mercer Advisors Lands $1.2B
Harness Wealth
JULY 31, 2025
These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing. The impending TCJA sunset in 2026 necessitates immediate planning , particularly for high-net-worth clients who may face significant changes in tax treatment, and estate planning options.
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Steve Sanduski
FEBRUARY 18, 2025
How advisors can help clients properly value, insure, and document their collections The tax implications of buying, selling, and trading collectibles. Including collectibles in estate planning to avoid family disputes. Fractional collectible investments.
WiserAdvisor
FEBRUARY 21, 2023
Additionally, it also helps clients manage their money better. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors. can take advantage of a situation and misuse the client’s estate. Children, grandchildren, spouses, ex-spouses, etc.,
WiserAdvisor
JUNE 2, 2023
These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Generally, a financial planner charges fees at an hourly fee, by the project, or as a percentage of assets under management.
Harness Wealth
SEPTEMBER 23, 2024
How Harness Helps with Cross-Selling Through the Harness Marketplace, we introduce you to high-value tax clients whose unique needs align with your firm’s interests and areas of expertise. In essence, we connect you with your ideal clients, which makes cross-selling easier because they need your services.
Diamond Consultants
JUNE 28, 2023
Overall, RBC had a more entrepreneurial culture, offering an extra support team member and a simplified and consistent compensation plan that no longer emphasized banking. When he wanted to get something done for a client, management felt much more accessible within a flatter organizational structure.
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