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News
Views from 6,230: How AI Can Transform Wealth Management
4+ day, 19+ hour ago (269+ words) Zocks' Matt Halloran discusesses how AI is affecting the wealth management industry. Host Ryan Nauman welcomes Matt Halloran (“Matt GPT”), Chief Evangelist at Zocks, to discuss how AI is affecting wealth management and why many advisors still underuse it due…...
Montana Court Rules Uncashed Check Remains in Estate
4+ day, 21+ hour ago (79+ words) No proof that it was meant to be gift for the spouse. Related:The T&E Inner Circle | Planning With Embryos Partner, Trusts & Estates Practice Group, Kirkland & Ellis LLP David is a graduate of Northwestern University School of Law and…...
Trusts & Estates: September 2026 Digital Edition
5+ day, 21+ hour ago (58+ words) Wealth Management Trusts & Estates: September 2026 Digital Edition Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors Unlock All Access Premium Subscription THE RUNDOWN: Tax Law Update, Washington Update and Practical Practice Solutions FEATURES: Estate Planning & Taxation, Fiduciary Professions and…...
UBS Wins 3 Advisor Teams of Combined $2.6B in Client Assets
1+ week, 2+ day ago (602+ words) The advisors join UBS from competitors Merrill Lynch and Morgan Stanley as the Swiss bank seeks to bolster its wealth management footprint in North America. UBS, which has been seeking to combat attrition among its North American advisor pool, reported…...
Formula Clause Fallout
1+ week, 4+ day ago (540+ words) Three provisions need a fresh read. Related:Buss Family Feud Over Lakers Ownership Brews Off Court A document drafted in 2004 tells the trustee to fund the family trust, also called a bypass or credit shelter trust, with the largest amount…...
Man Poses as NFL Player to Defraud Women of $1.3 Million
1+ week, 5+ day ago (397+ words) Daejon Love and Taylor Chan were arrested for wire fraud for allegedly using fake identities and romance scams to steal from at least 26 victims. A man posed as both a pro football player for the San Francisco 49ers and a wealthy…...
Helping Clients Understand the U.S. Debt Problem
1+ week, 6+ day ago (95+ words) What does it mean for their plans? America's relationship with government debt is what the psychologists call co-dependency. We can’t live with it; we can’t live without it. We know it cannot last forever, but we love the benefits of…...
RIAs Add More ETFs in Q2 as Tech Funds Gain Traction
1+ week, 6+ day ago (385+ words) The changes were modest, indicating that RIAs were strategically adding new ETFs to fulfill specific roles within their portfolios. The average number of ETFs in RIA portfolios continued to rise from the first to the second quarters of 2026, according to…...
Rescuing Unused Exemption With Upstream GPOA Planning
3+ week, 3+ day ago (92+ words) The technique allows wealthier clients to obtain a favorable basis adjustment Member, Trusts and Estates Practice Group, Brach Eichler LLC Joy Matak is a Member in Brach Eichler LLC's Trusts and Estates Practice Group. Partner, Shenkman Tietz Martin M. Shenkman, CPA,…...
Small Businesses and Gig Workers are Redefining Workplace Savings
2+ week, 6+ day ago (271+ words) Can RPAs, wealth advisors and providers adapt? While the convergence of wealth and retirement at the workplace and eventually all benefits is reshaping the DC industry, the growth of retirement plans by these smaller businesses, many employing hourly workers, will…...