Wealth Management

JUNE 20, 2025

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. The other competitors in this year’s demos included Addepar , Altrata , BILL , Encorestate Plans , GReminders , MileMarker , Mili AI , Wealthfeed , Zeplyn and Zocks.

Wealth Management 169

Wealth Management Management Financial Advisor Clients 169

Nerd's Eye View

APRIL 18, 2025

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

Financial Planner 193

Financial Planner Risk Tolerance Estate Planning Clients 193

Wealth Management

JUNE 11, 2025

Number 8860726. Ratner is a commentator on life insurance and estate planning based in Cleveland, Ohio. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 153

Wealth Management Insurance Estate Planning Clients 153

Abnormal Returns

APRIL 10, 2024

humansvsretirement.com) Estate planning Why you should update your estate plans periodically. obliviousinvestor.com) Estate planning should most importantly include talking about it. etf.com) We spend money for any number of reasons including 'To honor earlier generations.'

Estate Planning 259

Estate Planning Retirement Planning Retirement Taxes 259

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 167

Wealth Management Engineering Estate Planning Management 167

Wealth Management

JUNE 17, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 156

Wealth Management Estate Planning Compliance Management 156

Wealth Management

JUNE 11, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 158

Wealth Management Management Financial Advisor Business Planning 158

Abnormal Returns

JULY 5, 2023

open.spotify.com) Estate planning How to create a digital estate plan in three steps. awealthofcommonsense.com) Personal finance Why numbers on a screen don't seem real. humbledollar.com) How excited should you be about employee stock purchase plans? kindnessfp.com) Trusts, 101.

Estate Planning 246

Estate Planning Retirement Planning Numbers 246

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning 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' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 246

Estate Planning Wealth Management Financial Advisor Planning 246

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 135

Wealth Management Marketing Marketing Tax Planning 135

Wealth Management

JUNE 20, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 135

Wealth Management Management Financial Advisor Estate Planning 135

Abnormal Returns

MAY 8, 2023

kitces.com) How personality traits affect estate planning decisions. thinkadvisor.com) A number of tax provisions will sunset in 2026 including the lifetime exclusion amount. thomaskopelman.com) An increasing number of states are introducing auto-IRAs. investmentnews.com)

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Nerd's Eye View

FEBRUARY 5, 2024

This month's edition kicks off with the news that financial planning software platform RightCapital has launched a workflow management tool called RightFlows to help advisors manage and assign steps in the financial planning process to team members and clients – which on the one hand capitalizes on advisor demand for workflow solutions tailored (..)

Estate Planning 246

Estate Planning Financial Planning Planning Wealth Management 246

Yardley Wealth Management

JANUARY 28, 2025

The post Expert Insights: Estate Planning Communication and Modern HR Leadership Challenges in 2025 appeared first on Yardley Wealth Management, LLC. For more information about estate planning and wealth management services, visit yardleywealth.net and yardleyestate.net.

Estate Planning 52

Estate Planning Communication Planning Wealth Management 52

Nerd's Eye View

APRIL 1, 2024

Vanilla announced a new Scenarios tool to facilitate advisors working with ultra-HNW clients that need to model various four-letter estate planning strategies (e.g., GRATs, SLATs, CRUTs, and ILITs) to show the impact of the advisor’s advice (at least for those clients who still have Federal estate tax exposure).

Estate Planning 242

Estate Planning Financial Advisor Clients Startup 242

Nerd's Eye View

APRIL 3, 2023

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?)

Estate Planning 246

Estate Planning Financial Planning Clients Wealth Management 246

Abnormal Returns

MARCH 20, 2023

advisorperspectives.com) A shocking number of people don't have a will or estate plan. (marknewfield.substack.com) Advisers need to be able to help clients with cash management. financial-planning.com) Adviser outreach should have a specific purpose. thinkadvisor.com)

Estate Planning 245

Estate Planning Retirement Communication Financial Planning 245

Wealth Management

JUNE 12, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Assets 140

Assets Management Wealth Management Risk Management 140

Nerd's Eye View

MAY 5, 2025

This month's edition kicks off with the news that Altruist has announced a $152 million fundraising round, the latest in a steadily increasing series of capital raises as it has built out new technology features to compete with the "Big Two" custodians of Schwab and Fidelity – leaving the big question of what it intends to do with this fresh (..)

Financial Planning 170

Financial Planning Clients Retail Planning 170

Nerd's Eye View

OCTOBER 7, 2024

Welcome to the October 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 246

Clients B2B Estate Planning Planning 246

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 246

Estate Planning Financial Advisor Financial Services Clients 246

Nerd's Eye View

OCTOBER 31, 2023

In this episode, we talk in-depth about how Jon evolved his "high tech and high touch" mindset to serving clients by regularly iterating upon and updating his advisor tech stack while also elevating his long-time client service administrator into a more holistic client concierge (because the future isn't about tech or human service, it's tech and human (..)

Financial Advisor 246

Financial Advisor Estate Planning Clients Education 246

Nerd's Eye View

MARCH 24, 2023

In a change from previous campaigns, the first ad directly recommends that consumers seek out a CFP professional for financial advice, and future ads could more directly explain the benefits of earning the CFP marks.

Financial Planner 245

Financial Planner CFP Certification Retirement Planning 245

Wealth Management

JUNE 10, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 135

Wealth Management Financial Advisor Management Recruitment 135

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 246

Estate Planning Clients Media Planning 246

Nerd's Eye View

JANUARY 24, 2024

There are several reasons for financial institutions to prevent an agent from being added to an account, including the age of the POA itself and whether the document was prepared so long ago that it is considered 'stale', any number of (nuanced) state-specific signature formalities (e.g.,

Estate Planning 246

Estate Planning Accounting Clients Planning 246

Nerd's Eye View

JANUARY 24, 2024

There are several reasons for financial institutions to prevent an agent from being added to an account, including the age of the POA itself and whether the document was prepared so long ago that it is considered 'stale', any number of (nuanced) state-specific signature formalities (e.g.,

Clients 246

Clients Estate Planning Accounting Planning 246

Nerd's Eye View

JULY 25, 2022

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.

Education 244

Education Financial Planning Estate Planning CFP 244

Nerd's Eye View

SEPTEMBER 5, 2022

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Farther raises a $15M Series A to try to make a more efficient back-office for advisors to actually be able to take home a 75% payout.

Financial Advisor 241

Financial Advisor Estate Planning Accounting Taxes 241

Nerd's Eye View

JUNE 21, 2024

million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey. Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5

Financial Planner 246

Financial Planner Financial Advisor Taxes Math 246

Nerd's Eye View

DECEMBER 26, 2022

As 2022 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View Blog (and share the content with your friends and colleagues, which we greatly appreciate!). and inflation levels not seen in several decades.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Nerd's Eye View

DECEMBER 1, 2023

Jarkesy, which in a narrow sense focuses on the SEC's use of in-house Administrative Law Judges to hear securities law cases rather than traditional Federal jury trials, but in a broader sense could call into question the SEC's (and other government agencies') authority to make rules and enforce laws in the absence of specific guidance from Congress (..)

Financial Planner 246

Financial Planner Communication Estate Planning Wealth Management 246

Wealth Management

JUNE 12, 2025

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

Wealth Management 231

Wealth Management Financial Planning Planning Financial Advisor 231

Yardley Wealth Management

NOVEMBER 19, 2024

The post Including Pets in Your Estate Plan for Peace of Mind appeared first on Yardley Wealth Management, LLC. Including Pets in Your Estate Plan for Peace of Mind As a pet owner, you’ve likely considered your furry friend’s well-being in many aspects of your life. People now treat pets like family.

Estate Planning 52

Estate Planning Planning Wealth Management Insurance 52

Park Place Financial

NOVEMBER 29, 2022

Estates Estate Planning in this Economic Climate Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. If you are in the middle of estate planning , consider the following strategies to develop a sound plan amidst widespread economic challenges. . Create a Trust . Charitable Remainder Unitrust .

Estate Planning 52

Estate Planning Economics Planning Financial Planner 52

Carson Wealth

FEBRUARY 13, 2023

While there are certainly ways to do estate planning without a lawyer, for most people hiring an estate planning attorney makes the most sense. Estate plans can get complex fast, and even fairly straightforward estates can feel overwhelming if you’re not trained in the area. Do your research.

Estate Planning 52

Estate Planning Planning Consulting Financial Advisor 52

Nerd's Eye View

JUNE 7, 2024

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Financial Planner 189

Financial Planner Financial Advisor Certification Estate Planning 189