Featured
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
(BUSINESS WIRE) -
Recent
Dynamic: Stop Applying A Band-Aid Approach To Held-Away Assets
With this application advisors have access to go in and operate with discretion if they have an advisory agreement, Jim Cannon says. And there's more.
AssetMark: What's Your Unique Sales Proposition?
By clearly stating the purpose of the work that you do—for both you and your clients—the decision each client makes to work with you will be easy
Enhancements to Envestnet’s Recommendations Engine Further Optimize Presentation & Delivery of Unique Data-Driven Ideas to Help Advisors
The Recommendations Engine smartly sifts through consumer and industry data throughout the Envestnet platform to further optimize client advice.
CPAlliance: New 401(k) Rules Increase the Importance of Working with a Fiduciary
Now any advisor making a recommendation to rollover assets from a 401(k) must act as a fiduciary in making that recommendation in a fiduciary manner.