estate planning

Retirement Upside

The $124T Great Wealth Transfer Is Coming. So Are the Hackers

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Without stronger privacy controls, advisors risk lasting reputational harm from cybercriminals.

2 min read

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Advisor Upside

AI Investments Zero In on Estate Planning With Wealth.com’s $65M Round

The estate and tax planning segment has become one of the fastest-growing tech categories in financial planning.

2 min read
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Advisor Upside

Rich Folks Want to Know What They’re Paying Advisors For

Retention often comes down to what services advisors provide and the kind of help clients actually feel like they’re getting.

2 min read
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Advisor Upside

Can ‘Terror Management Theory’ Explain Inheritance Spending?

A new study finds inherited wealth is unlike any other windfall, being tied so closely to death.

2 min read

Retirement Upside

Gaps in Estate Planning Can Leave Crypto Assets Lost and Worthless

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Millions of dollars of crypto could be trapped in the abyss instead of being passed down as inheritance.

1 min read

Advisor Upside

When it Comes to Succession Planning, Start Early

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Succession can be an intensive and emotional process

2 min read

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