Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
The Great Wealth Transfer is usually framed as a story about scale. Cerulli Associates projects that $124 trillion will transfer through 2048, including approximately $105 trillion passing to heirs and $18 trillion going to charitable organizations. Nearly $100 trillion is expected to originate with Baby Boomers and older generations. But the amount of money changing […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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, […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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 […]
Client expectations around tax planning have changed. Discover what advisors should cover in every review, from personalized modeling to year-round guidance.
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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 […]
Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.
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 […]
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