A closer look at the reimagined Reports
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
5 min read
Wealth.com Resources
Articles
Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
All Article Posts
July 2026 Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
4 min read
Trump Accounts: What Financial Advisors Need to Know Now
Key takeaways Contributions to Trump Accounts opened on July 4, 2026. Legally, each account is a traditional IRA established for a child under 18 and designated as a Trump Account when opened. The federal government will seed accounts with a one-time $1,000 contribution for U.S. citizen children born between January 1, 2025, and December 31, […]
15 min read
June Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
2 min read
Famous People Who Died Without a Will (and What It Cost Their Families)
Prince had lawyers. Howard Hughes had an empire’s worth of them. Abraham Lincoln was one. None of them left a will, and their families paid for it through years of litigation, eight-figure legal bills, and headlines nobody would want as a legacy. These stories make great trivia, but for financial advisors, they are something more […]
7 min read
What Clients Expect From Modern Tax Planning: Insights Advisors Should Bring Into Every Review
Client expectations around tax planning have changed. Discover what advisors should cover in every review, from personalized modeling to year-round guidance.
5 min read
April Wealth.com Updates: Elevating Tax Planning, Ester Intelligence, and More
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
4 min read
Tax Planning for Financial Advisors: Understanding the Boundary Between Coordination and Tax Advice
Tax planning has moved from a nice-to-have conversation to a core expectation in modern advice. Clients do not experience their financial lives in separate silos. A withdrawal decision affects taxes. A Roth conversion affects future income and estate outcomes. A charitable strategy can change both current-year liability and long-term legacy planning. On Wealth.com’s live tax […]
9 min read
How to Get Estate Planning Documents Notarized
Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.
6 min read
Tax Planning for Financial Advisors: How to Market Your Services for Growth
First, the good news: Almost half of all advisory firms now offer tax planning services. The bad news: Most firms still struggle to articulate the value of those services in a way that’s compelling to clients and attractive to prospects. The problem isn’t in the services themselves. Both financial advisors and their clients see value […]
8 min read
March Wealth.com Updates: Bringing Ester® Into the Vault, Advanced Balance Sheet Controls, and More
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
5 min read
Deterministic AI vs. Probabilistic AI: The Standard Wealth Management Should Demand
AI is quickly moving from experiment to infrastructure across wealth management. Firms are using it to streamline workflows, support advisors, surface planning opportunities, and improve the client experience. But as the market rushes to embrace AI, one critical distinction is being overlooked: the difference between probabilistic AI and deterministic AI. That distinction matters more in […]
8 min read