Displaying 47 results
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
Couples in sync on retirement goals, but at odds on specifics
Survey shows that despite having shared values, couples have conflicts and gaps around retirement savings, expenses, and estate plans.
Three-fifths of millennials don’t have a will or trust: Study
Survey of 15,000 millennials reveal a gap in generational planning as caregiving duties and homebuying struggles take their toll.
More clients making wealth transfer plans a family affair
Edward Jones research gives an advisor-eye view of shifting trends in wealth transfer conversations and clients’ planning priorities.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
Tech provider Vanilla unveils estate planning scenarios tool
The platform’s latest offering lets advisors clearly visualize the potential tax impact of GRATs, SLATs, and other planning strategies.
Time to break the silence on generational wealth: Edward Jones
Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.
Most near-retirees lacking in Social Security knowledge
Quiz of 1,500 Americans exposes concerning gaps in what they know about retirement income and their estate planning readiness.
Vanguard enhances investor capabilities for intergenerational wealth planning
The firm has partnered with digital estate planning provider Vanilla.
Forget relationships, complex services are top of mind for HNW clients
Advisors say estate planning and tax planning are key areas of interest for such clients.
Real estate takes top spot in estate planning survey
Advisor explains how to guard against pitfalls and family tensions when clients pass on their family home.
The younger, the better: Gen Zers are ready for estate planning
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
Tax and financial planning questions raised by Diddy’s song rights transfer
Creative control, income and capital gains are among the considerations for songwriters and recording artists.
‘700 Club’ founder Pat Robertson’s death raises estate planning questions
The conservative religious leader and televangelist leaves behind a considerable estate and various nonprofit organizations.
Estate planning fintech Wealth lands $16 million in funding
The Wealth platform is designed to help clients better manage their legacies by creating plans online through a combination of proprietary legal documents and encrypted digital vaults.
Why Michael Jordan invested in estate planning startup Vanilla
The basketball legend is among the investors participating in an $11.6 million funding round for Vanilla, which was founded by Steve Lockshin in 2019 to fully digitize estate planning for registered investment advisers.
Looking beyond a will: Estate planning as end-of-life planning
Estate planning is a lot bigger than just the financial aspects of the estate; it includes family, feelings, values and goals.
Inheriting client assets? Finra says not so fast
The new rule requires reps to receive written permission before accepting an inheritance
