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Holistiplan Launches Estate Plan Document Extraction Tool (And More Of The Latest In Financial #AdvisorTech – November 2024)

Nerd's Eye View

And for #AdvisorTech companies who want to submit their tech announcements for consideration in future issues, please submit to TechNews@kitces.com !

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Mason received a 97-month prison sentence for defrauding clients of over $17 million. Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.

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Innovative CPA Group Launches RIA To Capture Client Wealth Management Demand

Wealth Management

based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. The firm was created by co-founders Anthony Minopoli and Innovative CPA Group founders Charlie Smith and Lauren Shugrue.

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$2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Wisconsin-based Resonant Capital and QBCo will share clients across wealth and tax in an increasingly popular service model.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B Resonant Capital Merges with Tax, Accounting Firm QBCo Brennan’s experience is indicative of many young advisors working in the RIA space. Concept of digital social marketing. Related: $2.2B It’s a two-part challenge,” Jayaraman said.

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Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

This robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,” Jalina Kerr, head of advisor experience for Schwab Advisor Services, said in a statement.

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers. trillion annually.