(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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https://dailyjournalonline.com/partners/cnn/millennials-starting-to-estate-plan-for-social-media-pages/video_0ddf6dfd-33be-5d19-bd35-8bc4471043f1.html
By John Dias - CBS 2
May 15, 2023
Focus Financial Partners has initiated a trademark infringement action following the departure of three advisors who left the firm’s network to join a competing RIA platform.
When Vaultis Private Wealth CIO Jacob Rieger left UBS to join an independent RIA, an unexpected industry shakeup forced a full platform search from scratch. What followed was months of due diligence across dozens of TAMPs—and a decision that, in hindsight, he wouldn’t trade. Here’s how Vaultis found a partner in CacheTech Advisor Solutions that streamlined operations, deepened investment collaboration, and made running an independent firm easier than the wirehouse ever was.