Hassett Pivots To Possible ‘Trump Cards’ Amid Credit Card Interest Rate Battle With Banks

Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.

This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.

If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency.  They want transparency.  And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI)  comes in—and it's quickly becoming a powerful  tool in an advisor’s toolkit.