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Welcome to the November 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
Clients increasingly view estateplanning as a core element of holistic wealth management, not just a one-time task, according to a survey from online estateplanning platform Vanilla.
In recent years, the Internal Revenue Code (IRC) has endured some drastic changes resulting from legislative action that have altered the strategies estateplanning professionals have recommended to clients. However, the passage of TCJA resulted in the estate gift tax exemption nearly doubling (from $5.6M Read More.
on Tuesday with a series of workshops focused on alternative investments, artificial intelligence and high-net-worth clients. The panels centered around a general theme of growth, whether how to diversify portfolios to grow, strategies to boost AUM and clients and AI best practices to improve an advisors' business.
Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
When onboarding new clients, financial advisors often use a three-meeting cadence: a Discovery Meeting to gather information, a Presentation Meeting to discuss the plan, and an Implementation Meeting to finalize it. while also setting the tone for a long-term planning relationship built on trust and deeper client engagement.
Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estateplan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves!
obliviousinvestor.com) Estateplanning Changing an estateplan takes time. wealthmanagement.com) Do your clients have a digital estateplan? (ofdollarsanddata.com) Social security Spousal claiming strategies for Social Security are nuanced. thinkadvisor.com) How to research a Social Security question.
kitces.com) EstateplanningEstateplans are a big lift for everyone, including advisers themselves. kindnessfp.com) Why clients need to organize their digital assets for estateplanning purposes. riabiz.com) This money manager's ETF business was built on entertaining clients.
We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Advisors can customize the application to convey pretty much any type of data or information clients or prospects might want.
And while Black Diamond has cut a deal with Morningstar to be the 'default' option for Office advisors to move to, a host of other portfolio management platforms are offering their own incentives as well, leaving Morningstar Office advisors with an opportunity to evaluate a large and crowded landscape of options to find the platform that will work (..)
Ratner June 11, 2025 2 Min Read A client whose estate will remain non-taxable after 2025 has a policy in an irrevocable life insurance trust (ILIT) that was presumably purchased for estate tax liquidity.
Vanessa is the CEO of Expressive Wealth, an RIA based in Chicago, Illinois, that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core' ultra-high-net-worth families.
(riabiz.com) A round-up of recent financial advisortech news including Holistiplan's estateplanning module. theirrelevantinvestor.com) How client expectations are changing. kitces.com) What it means to be a great adviser to retired clients. thinkadvisor.com) A year-end tax planning checklist.
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