Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Using AI to Give Clients What They Want, but Aren't Getting
By Jane Wollman RusoffShowing prospects what AI can do tends to "sweep them off their feet," FP Alpha's Andrew Altfest says.
March 08, 2024
8 Wealth Planning Insights From a Business and Estate LawyerMonique Hayes has seen a lot of things go wrong when wealth changes hands.
March 08, 2024
3 Female Advisors Launch Women-Focused RIAOne focus for Expressive Wealth will be creating more visibility for women in the profession, the CEO said.
March 05, 2024
5 Simple Explanations for Insurance TermsDitching the jargon can help create "aha" moments for prospects.
March 05, 2024
Think the Wealthy Can't Overspend? Think Again.Budgets for ultra-high-net-worth clients will look different, but they are arguably even more important.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 21, 2024
Axcelus, John Hancock Top the Senate Finance Private Life RankingsRon Wyden, a critic, surveyed seven providers and collected data on the ultra-high-net-worth clients' policies.
February 13, 2024
Educate Clients About Intergenerational Wealth TransferUncertainty about lifespans has changed how it works.