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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 (..)
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 (..)
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. It’s a shift in how we think about data, identity and access. The rise of agentic AI changes that completely.
Financial Planning: eMoney and Envestnet MoneyGuide Related: Former Citadel Quants Raise $36M for Fixed-Income Fintech We’re very solidly going to remain eMoney and MoneyGuide. The advisor experience and transitioning clients to their financial planning portal are heavy lifts that directly impact the end client.
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.
Estateplanning 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. Were here to ensure your financial goals and legacy are on track.
But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.
Review Your EstatePlanningDocuments Take some time to review the key documents in your estateplan, such as your will, power of attorney, and property deeds. The post Start the Year Strong: Get Your Financials in Shape for 2025 appeared first on MainStreet Financial Planning.
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 (..)
One of the most important decisions you’ll make when designing your estateplan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. The post Choosing the Right Trustee for Your EstatePlan appeared first on Carson Wealth.
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 (..)
beehiiv.com) A round-up of the past month's advisor-tech news including Vanilla's new "estate advisory" platform. kitces.com) Estateplanning Four things to consider in anticipation of 2026. financial-planning.com) Wealth.com's Ester will help you read estateplanningdocuments. (matts-newsletter-7a3f46.beehiiv.com)
million in seed funding to support its growth as it builds out its "end-to-end" financial planning and advice engagement platform (but will it be able to replace, rather than augment, advisors' existing financial planning software?)
Each discussed how providing a more holistic approach to distribution-phase planning in their practices can amp up organic growth for advisory firms. Now, two years in, it has built AI agents to automate document processing. For all of us on the editorial staff, it was a busy event.
Yet just like your vehicle, your financial plan benefits from regular maintenance and timely adjustments. At Tobias Financial Advisors, we view financial planning as an ongoing process designed to evolve with your life. It is for information and planning purposes only.
In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets. Unfortunately, nearly half of all U.S.
In this guest post, David Haughton, the Team Lead for Advanced Planning at Commonwealth Financial Network, explores the importance of comprehensive POAs and how they can be constructed to avoid many of the common pitfalls that loved ones may encounter when accessing an incapacitated person's assets. Unfortunately, nearly half of all U.S.
The post Expert Insights: EstatePlanning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. This case powerfully demonstrates why proper documentation alone isn’t enough. Ensure documents are easily accessible when needed.
Plan Ahead for Seasonal Spending Think about what’s coming: back-to-school shopping, Halloween, Thanksgiving travel, holiday gifts. Even a few hundred dollars can go a long way in preserving your regular savings plan. Organize and Update Key Documents Summer is also a great time to review the paperwork side of your financial life.
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment.
Optional estateplanningdocuments are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estatedocuments focus on values, lessons, and legacy issues. 1) Organ donor. 2) “What I want you to know.”.
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 (..)
Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.
And if they’re unprepared—or worse, if the family estateplanning strategies are less than buttoned up—how will that affect your practice down the line? Your in-depth knowledge of family dynamics and the overall financial plan puts you in a unique position to help facilitate a family meeting.
Stepchildren, remarriages, and ex-spouses: For the modern wealth management client with a blended family, planning to transfer wealth presents a web of complexity. Fortunately, financial professionals have tools and wealth transfer strategies that can help couples be intentional about the use of their assets in an estateplan.
(wealthmanagement.com) Creative Planning A profile of Peter Mallouk, CEO of Creative Planning. advisorperspectives.com) Vanilla is rolling out more AI tools for estateplanning. investmentnews.com) Compliance How to conduct and document an annual compliance review. smartasset.com)
But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future. Once you start looking, you’ll find you have several assets to plan for.
Proactive year-end tax planning can lead to significant savings and set you up for financial success in the new year. Checklist: Year-end Tax Planning Strategies Review the following tax strategies with your tax advisor and/or financial advisor before the end of the year.
In this episode, we take a high-level look at estateplanning. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.
For high-net-worth individuals, continuously refining your strategy over time is what keeps your plan efficient and aligned with evolving goals. At Zoe Financial, we’ve seen firsthand how proactive planning with a fiduciary advisor helps individuals protect and grow their wealth across generations.
The decisions you choose to make and those you ignore or overlook for your estateplan will have long-lasting and permanent ramifications. Don’t let the significance of estateplanning prevent you from getting started. When it comes to your estateplan, just jump in and get started. Of course not!
The post Kick Off the New Year with a Solid Plan appeared first on Yardley Wealth Management, LLC. Kick Off the New Year with a Solid Plan by Michael J. Create a “Finance Detective’s Journal”: Track unexpected money drains (those sneaky auto-renewals) Document your financial “aha!”
There are many financial planning considerations before, during, and after a divorce. Once the divorce is finalized, a crucial (but often overlooked) part of the process is updating estatedocuments and beneficiary designations. Here are some key considerations when financial planning for a divorce.
Estateplanning is a critical component of a successful financial strategy. Whether you’ve been putting off your estateplan for years or you’re considering an update due to changes in your family circumstances, it’s essential to keep your plan current. Take a moment to review the checklist.
Advisors who learn how to incorporate these and other emerging asset classes into Life-Centered Financial Plans will be offering a valuable service that sets them apart — especially in the eyes of high-net-worth individuals. Including collectibles in estateplanning to avoid family disputes.
The Imperative of EstatePlanning: Not Just for the Affluent Often, there’s a prevailing misconception that estateplanning is a luxury reserved for the wealthy elite. Real estateplanning is a crucial undertaking that every adult and family should prioritize.
We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. We will cover qualification criteria, documentation requirements, and practical strategies to implement throughout the year. Travel, meals, and supplies must directly relate to legitimate business activities.
Information you’ll want to document includes: Bank accounts Investments Retirement accounts Estateplanningdocuments (wills, trusts, etc.) But note, in order for a power of attorney (POA) document to be valid, it must be signed by your parents while they are still mentally competent.
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