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.
Wells Fargo affiliate and women-focused wealth firm both promote leadership as they scale advisor support.
Todd Bryant of Signature Wealth Partners on vanishing pensions, SECURE Act 2.0, and what clients really want to know.
Merrill's latest hires span Colorado to Louisiana, even as industry-wide recruiting data suggests the firm is losing almost as many advisors as it gains.
The $36 million buy allegedly hid inflated books and a $50 million diversion.
“An award citing emotional distress is very unusual,” an industry executive said.
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
