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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

This month's edition kicks off with the news that Holistiplan has announced the rollout of a new estate plan document 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 (..)

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Expatriation, Taxes and Estate Planning

Wealth Management

Decoding covered gifts and bequests under the final regulations.

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Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

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

Wealth Management

Mason, who ran Rubicon Wealth Management, a registered investment advisor in Gladwyne, Pa., and Orchard Park Real Estate Holdings, was originally charged in January by the Securities and Exchange Commission and DOJ. Today’s sentencing shows how seriously the courts take federal tax crimes.” million to the IRS.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Matt Magill KKR Alternative Investments RIAs and the Evolving Landscape of Private Wealth RIAs and the Evolving Landscape of Private Wealth by WealthManagement.com Staff Jun 27, 2025 Wealth Planning (..)

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Edward Jones Buys Natixis’ Overlay Management Services to Power its UMAs

Wealth Management

David Bodamer , Editorial Director , WealthManagement.com June 30, 2025 2 Min Read Jerome Wilson / Alamy Stock Photo St.

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Tax Experts Discuss Estate-Planning Considerations for Financial Advisors

Wealth Management

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.