It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

 News and Press Releases strikes fintech partnership with Integrated Partners

July 16, 2024 Unveils "Family Office Suite," Adds To Legal Team

June 24, 2024 Launches New Family Office Suite™

June 21, 2024 launches tool suite for family offices, UHNW-focused RIAs

June 21, 2024

Estate tech provider launches family office suite

June 21, 2024 Launches Family Office-Inspired Estate Planning Tools

June 21, 2024 Launches Family Office Suite

June 21, 2024

Bridging the Estate Planning Gap: Danny Lohrfink,, Discusses How They Empower Financial Advisors

June 8, 2024

Wealthtech Roundup: iCapital, Addepar, BetaNXT, Pershing And More

June 5, 2024

The Estate Tech Revolution Is Picking Up Speed

May 30, 2024 Teams With Wealthtech RIA Facet

May 30, 2024

Advisors: Go Ahead And Kick The Tires On AI

May 15, 2024

Estate Planning with Anne Rhodes

April 16, 2024

The ROI on AI: Advisors struggle to get unbiased answers from tech providers

April 8, 2024

Advisors know ChatGPT, but that doesn't mean they trust AI

April 5, 2024

WSR Pathfinder Awards - Top Women Industry Leaders Of 2024

March 26, 2024

AI Is an Advisor's Co-pilot, Not Its Competitor

March 11, 2024

Wealthtech Firm Farther Reportedly Exceeds $2B in AUM

February 12, 2024

10 Things You Should Know About Estate Planning

January 31, 2024

Voices: Surfing the 'second wave' of estate planning technology

January 23, 2024 Partners With Farther, Integrating Estate Planning Solutions for High-Net-Worth Clients

January 22, 2024 Brings Estate Planning to the AI Age

January 4, 2024

Tim White and Thomas Kopelman want to make estate planning less painful

January 2, 2024

Wealthtech Trends That Dominated 2023, And Will In 2024

December 26, 2023

The Ten to Watch in 2024: Anne Rhodes

December 18, 2023

How AI is Opening Conversations in Estate Planning

December 12, 2023 Appoints Wealth Management Visionary Jamie Hopkins as Strategic Advisor

December 4, 2023

What Advisors Need to Know About Elective Community Property

November 27, 2023

The Estate Planning Platform by Advisors, for Advisors

November 27, 2023

Industry Titan Joanne Bradford Joins as Strategic Advisor to Fuel Growth 

November 20, 2023

Estate Planning Software Options for Financial Advisors

November 17, 2023

WSR Pathfinder Awards – Top Hispanic Industry Leaders Of 2023

October 10, 2023 Adds Brian Hamburger as Strategic Advisor

September 28, 2023

Danny Lohrfink on Leveraging AI in Your Practice

September 11, 2023 Launches Advisory Council, Moves to Expand AI-Assisted Estate Planning | ThinkAdvisor

September 7, 2023 turns to well known planners, activists to establish new advisor council

September 7, 2023

I pitted ChatGPT against a real financial advisor to help me save for retirement—and the winner is clear

August 25, 2023

Lack of estate planning leads to family feuds, study shows

August 8, 2023

The Latest In Financial #AdvisorTech (August 2023)

August 7, 2023 Adds Tyrone Ross as Strategic Advisor, Demonstrating Continued Commitment to Innovation in Estate Planning

August 2, 2023

July WealthTech News

July 28, 2023

Political Football: Stand Out In The Game Of Practice Differentiation

July 24, 2023

Should you tell your kids how much they’ll inherit?

July 21, 2023

Seven fintech companies to feature at second annual Future Proof festival

July 19, 2023

AssetBook Partners with, Offering Estate Planning Services to Deliver a Comprehensive Financial Planning Solution to Financial Advisors

July 13, 2023

Wealthtech Roundup:, Nitrogen, Seeds Investor, Docupace And More

July 11, 2023

New AI Tool Helps Advisors Offer Estate Planning

June 29, 2023 Debuts ‘Ester,’ an AI-Powered Estate Planning Legal Assistant for Advisors

June 27, 2023

Should your firm hire an AI legal assistant to help with estate planning?

June 27, 2023

What is a will? The estate planning document you need ASAP (even if you think you don’t)

June 19, 2023 Sets New Standard for Security in Digital Estate Planning

August 9, 2022

Wealth poised to make estate planning accessible to all

March 22, 2022

Wealth Launches Out of Stealth with $16M in Seed Funding to Bring Innovation to Estate Planning

March 22, 2022