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A High-Profile Divorce Highlights Several Planning Considerations for Wealth Advisors
A high-profile divorce involving a billionaire healthcare investor highlights several planning considerations for wealth advisors, particularly around the enforceability of prenuptial agreements, asset characterization, and long-term wealt
NetLaw And Hargrove Firm Now Support RIAs Overseeing More Than $400 Billion In AUM As Demand Grows For Tech-Enabled, Attorney-Led Estate Planning
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Finary wants to create the wealth management dashboard for the next generation
The company lets you aggregate all accounts across various banks and financial institutions so you can track your wealth comprehensively over time.
Why Fintech Brands Have the Trust of Consumers, Even if ‘Fintech’ Doesn’t
Leaders at large financial services institutions see their biggest competitive threats not in their brick-and-mortar peers, but in nimble fintechs.
Strengthen Your Client Relationships with Financial Planning
Why not take tax preparation a step further by offering your clients a way to better plan for these events?
Worcester Investment Advisor Charged With Fraud
A Worcester-based investment advisor was charged yesterday in federal court in Boston with defrauding his clients.