Articles

A firm’s website is often the first impression for prospective clients, and for many, it sets the tone for the entire advisory relationship. The strongest advisor websites do more than explain services; they communicate credibility, reflect a clear point of view, and make it easy for the right clients to engage. As firms compete for […]

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Millennial clients may not always see estate planning as urgent, but many already have the relationships, responsibilities, and assets that make planning essential. Advisors who introduce these conversations early, in a calm and values-based way, can help clients avoid unnecessary complexity later and build deeper trust in the process.

Estate planning discussions are not always shielded by attorney-client privilege. Understand when confidentiality is lost, how work product applies, and what advisors can do to protect clients and their firms.

Holiday gifting is one of the few “high touch” moments on the calendar that every client expects, yet few advisors use strategically. The right gift can quietly reinforce your value, signal that you understand what matters to a family, and open conversations about goals, legacy, and well-being. Check out this curated list of thoughtful, modern ideas across a range of price points. Each is designed to feel personal, elevated, and aligned with a fiduciary, planning-forward mindset.

A proactive POA review demonstrates thoughtful client service, prevents family emergencies, and naturally opens the door to broader estate planning conversations. Don’t wait until incapacity makes the update impossible. By leveraging Wealth.com’s continuously updated document engine, you can deliver peace of mind and operational clarity to your clients today.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Most clients hold valuable digital assets, crypto, loyalty points, domain names, and online accounts, that go unaddressed in their estate plans. Learn how advisors can protect these assets and meet fiduciary obligations through Wealth.com’s integrated digital estate planning platform.

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

NEW YORK, October 23, 2025 – CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world.  “This year’s Fintech 100 showcases a new generation of companies turning AI, automation, and digital assets into the backbone of financial infrastructure,” said Laura Kennedy, Principal Analyst […]

Editor’s note: This article provides general information for financial professionals. It is not legal advice. Follow your firm’s policies and the rules in your state. Estate planning touches money, family, health, and legacy. Clients delay it because it feels complex or emotional. Advisors who frame the conversation with care help clients act, build trust, and […]