Gateway Financial Partners, a large OSJ affiliated with LPL, is enhancing its ability to serve clients’ estate and legacy planning needs with its latest fintech deal.
On Tuesday, the fast-growing hybrid RIA announced it has struck a strategic partnership with wealth.com, granting its advisors access to a comprehensive estate-planning platform. The partnership aims to enhance Gateway's service offerings with advanced, tech-driven tools, supporting its advisors in delivering more robust estate planning solutions to clients.
The collaboration provides Gateway’s advisors with access to wealth.com’s platform, which simplifies the creation and management of essential documents like wills, trusts, and advanced directives. The system offers features such as guided document creation, visual flowcharts, plan summaries, and proactive insights, designed to streamline the estate planning process.
“The integration of wealth.com's advanced estate planning technology supports [our focus on planning] by enabling us to better assist clients in securing their legacies,” said David Wood, founder and chief visionary officer at Gateway Financial Partners, in a statement Tuesday.
He emphasized that the partnership aligns with Gateway’s commitment to “exceptional service and continuous improvement” and helping advisors strengthen client relationships.
wealth.com distinguishes itself as a comprehensive, end-to-end estate planning solution tailored specifically for financial advisors. Its scalable technology, underpinned by legal expertise, is designed to meet the increasing demand for integrated financial and estate planning services.
“It is exciting to see the team at Gateway continue to expand its offerings for its clients,” commented Tim White, co-founder and chief partnership officer at wealth.com.
“This partnership reflects ... the growing demand for estate planning resources among advisors," White added, highlighting his firm's leading role in the space.
The collaboration between wealth.com and Gateway marks the latest development for the estate planning tech provider this year, building on its deal with planning-focused RIA Integrated Partners in July and its June launch of a dedicated family office suite for high-net-worth and ultra-high-net-worth individuals and families.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
