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News
Rescuing Unused Exemption With Upstream GPOA Planning
6+ day, 21+ hour 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,…...
World Liberty Financial and Digital Asset Trust Banks
1+ day, 13+ hour ago (304+ words) On Aug. 14, the Office of the Comptroller of the Currency (OCC) granted conditional approval for World Liberty Financial International (WLFI) to become a nationally chartered digital asset trust bank. Moving Towards a New Reality But … What’s a Digital Asset Trust…...
Cresset Adds $4 Billion Team From UBS
2+ day, 10+ hour ago (386+ words) The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint. Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client…...
AmeriFlex Testing AI Tool that Identifies RIAs Near Retirement
3+ day, 8+ hour ago (394+ words) The hybrid RIA's Scout program uses Claude AI to identify advisors nearing retirement for recruiting. AmeriFlex's CEO expects it to help draw more than 100 advisors in 24 months. The AmeriFlex Group, a Las Vegas-based hybrid RIA with more than $13 billion in…...
How Advisors Can Use Education To Build Client Trust
3+ day, 22+ hour ago (121+ words) Date: Sep 16, 2026 Time: 2:00 pm EDT In this webinar, FMT Solutions CEO Nick Schilling shares an updated playbook for growth built on that principle: use education to earn trust early, then let that trust do the selling. Attendees will walk through:…...
Trust Administration as a Developmental System
6+ day, 12+ hour ago (111+ words) Wealth Management Trust Administration as a Developmental System Beneficiary engagement and self-determination theory Unlock All Access Premium Subscription Consultant and certified professional coach Kristin Keffeler, based in Denver, is a consultant and certified professional coach working with enterprising families, families…...
Raising Capital: How Baker Street Advisors Grew to $21B AUM
6+ day, 16+ hour ago (714+ words) Registered investment advisor M&A activity is increasingly dominated by private equity, but that’s not the only way to raise capital. In this Wealth Management series, we speak to top RIAs about their ownership structures and cap tables. Baker Street…...
WealthStack Roundup: VastAdvisor Closes $1 Million Funding Round
6+ day, 17+ hour ago (700+ words) In addition, FP Transitions releases an RIA value estimator, NewEdge’s Anthropic use leads to client outputs, and XYPN members get a deal on AI-backed client communications. VastAdvisor, an AI-powered startup focused on organic growth for wealth management firms, announced it…...
Your AI Strategy Isn't the Issue: Your Data Is
1+ week, 23+ hour ago (237+ words) Wealth Management Your AI Strategy Isn't the Issue: Your Data Is AI cannot function on messy, disconnected data. Learn how unified data layers unlock meaningful automation and deliver better advisor experiences. Why are so many AI projects falling short in…...
AdvisorTech's Next Phase: AI-Enabled Advisor Workflows
1+ week, 23+ hour ago (194+ words) Wealth Management AdvisorTech's Next Phase: AI-Enabled Advisor Workflows Advisors are ready for tech consolidation. Discover how AI-enabled workflows reduce platform switching and improve client conversations. Moving beyond fragmented workflows, advisors are ready for simplified tech stacks. Torie Happe, VP Business…...