Featured
Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
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Moving to a New State? Be Sure to Update Your Estate Plan
While you may not need all-new estate planning documents if you move to a new state, you should have your documents reviewed by a local attorney.
Estate Planning under the Biden Administration: What should you do for 2021?
With a new Administration in town there are rumors everywhere about the “new Estate Taxes” and the “Loss of our Tax Exemptions.”
Your Spouse Is Dying: 5 Ways To Get Your Estate In Order Now
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
RPTE Advocates for Remote Ink Notarization and Remote Witnessing During the Pandemic
Business and customers alike are looking for ways to automate and accelerate the notarization process safely and securely.