Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Wealth.com Integrates eMoney Data
By John ManganaroThe collaboration aims to help advisors deliver more accurate and timely estate planning advice.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
March 21, 2025
Form an Opioid Addiction Response Team, Advisor SaysCheryl Canzella knew little about the topic. Then her husband became addicted to painkillers.
March 13, 2025
Why Investors Might Switch Advisors, and Other InsightsDon’t miss ThinkAdvisor’s upcoming webcast on the results of Orion’s 2025 Wealthtech Survey and inaugural investor survey.
March 12, 2025
Trust & Will Secures Another $25M in Venture Capital InvestmentsModerne Ventures led the funding round, which included additional participation by Northwestern Mutual Future Ventures and UBS.
March 12, 2025
Edward Jones Expands Private Client Services for Wealthy HouseholdsThe firm is rolling out an elevated experience for clients with more than $10 million in investable assets.
March 03, 2025
8 Billionaire Trends Over the Past Decade: UBSBetween 2015 and 2024, the number of global billionaires increased from 1,757 to 2,682, research found.
February 26, 2025
Vanilla Appoints Marketing Head and Chief of StaffJoe Abbott and Hanna Grokenberger Byers are joining after a strong year of platform growth.