Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
In front of a sold-out in-person audience, with more than 2,000 joining virtually, Wealth.com opened its annual product keynote with insights from Chief Product Officer Danny Lohrfink, SVP of Product Nicole McMullin, and CEO Rafael Loureiro. As he noted in his opening remarks, we are in the middle of the largest wealth transfer in history, […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
For most of the United States, transferring wealth involves navigating a relatively consistent landscape of common law and the Uniform Trust Code. But journey to the bayou, and you find yourself in a state of legal anomalies: Louisiana. As the only U.S. state operating under a Civil Law system, rooted in French and Spanish traditions, […]
When most people think about creating a trust, they focus on the who, what, and when: Who the beneficiaries are, what assets go in, and when they receive distributions. While crucial, these questions overlook the foundation that makes the trust work: the “where.” Just like incorporating a business, you don’t have to set up your […]
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.
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