Independent Advisor Alliance to Provide Wealth.com's Estate Planning Tool

News October 24, 2024 at 04:42 PM
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Independent Advisor Alliance has partnered with wealth.com to provide its 225 advisors across 27 states with access to the firm's end-to-end estate planning platform.

As estate planning becomes an increasingly essential component of comprehensive wealth management services, wealth.com's innovative and accessible technology will accelerate the opportunity for all Independent Advisor Alliance advisors, the groups said.

"We are always innovating on behalf of our advisors," Robert Russo, Independent Advisor Alliance's founder and CEO, said in a statement. "Keeping our finger on the pulse of the industry and providing solutions to meet their expectations is part of why independent advisors choose to work with us."

Just one-third of Americans have a will, and there is a significant gap between the need for estate planning services and the ability to meet demand using traditional tools, the firms said in a statement.

"The growing need has only been amplified by factors such as an aging baby boomer population, the lasting impacts of the COVID-19 pandemic and the looming changes from the Tax Cuts & Jobs Act set to sunset in 2026," the firms said.

IAA recently surpassed $18 billion in assets under management.

"This partnership offers a solution IAA advisors can easily adapt, customize and deliver to address their clients' estate planning needs," said Tim White, co-founder and chief partnership officer at wealth.com.

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