estate planning

Advisor Upside

Forget Client Referrals. How Advisors Are Building a ‘Circle of Influence’ Instead

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Widening the professional circle of influence is becoming more important as advisors look to expand their services to new areas.

2 min read

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Advisor Upside

High-Net-Worth Clients Want All the Help They Can Get

Cerulli expects firms that provide the most client services will be the strongest performers.

2 min read
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Advisor Upside

When it Comes to Succession Planning, Start Early

Succession can be an intensive and emotional process

2 min read
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Advisor Upside

BFFs? A Third of Gen Z Intends to Leave Inheritance to Friends

Nearly a third of US adults plan to leave a financial gift, but only a fifth expect to receive one, per Northwestern Mutual.

2 min read

Advisor Upside

How Advisors Can Avoid Becoming Over-Reliant on AI

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Even for grunt work tasks, unchecked AI use can wind up hurting relationships.

1 min read

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OP-ED | Advisor Upside

How Estate Plans Are Changing Under the Trump Administration

With President Trump now in his second term, estate tax policy has once again taken center stage.

2 min read

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