If the lawsuit filed by the children of late Band guitarist Robbie Robertson sounds like a broken record, that's because we unfortunately hear about this scenario all too often. Robertson's children are accusing his widow, Jane Zuccarini, of fraud and financial abuse of the elder, alleging that she took advantage of an ailing and vulnerable…

With the pervasiveness of algorithmic interfaces across information, retail and social media platforms, younger generations increasingly value – and expect – personalized experiences. Research reveals that 71% of consumers expect companies to provide personalized interactions, and 76% report being frustrated when they are not offered personalization. Finance is no exception to these expectations, with 70%…

Jeremy Eisenstein, managing director, Goldman Sachs, talks with Diana Britton, managing editor, Wealth Management.com, about creating choice and growth potential for RIAs in the custody space. It describes the access advisers get from the firm, including various asset classes such as alternatives, but most importantly, a direct line to the intellectual capital behind Goldman—the subject…

Trust & Will's Andrew Mazabel discusses what's at stake for advisers who don't offer estate planning as a service. Source link

David Scranton, CEO and founder of Sound Income Strategies, discusses the principles of generating income with your investment vehicles, why some advisors struggle, and why growth may not be the only goal of your clients, especially those nearing retirement. Source link

Summit Trail Advisors, a New York-based registered investment advisor with $18 billion in client assets, has added a team of 10 financial professionals who previously managed $3 billion in assets at BMO Financial Group. The former Major Client Group was with BNP Paribas Bank of the West previously acquired by BMO in 2023. The group…

Kimberly Sanders followed a typical path to financial services, earning a degree in finance and working for a variety of banks and brokerage firms. When she became pregnant, she made the decision to stay at home for eight years to raise her children. But when it came time to get back to work, the road…

In this episode of Focused on the Future, Suzanne Siracuse interviews Dr. Vinay Nair, Founder of TIFIN, on the current AI landscape and its implications for the wealth management industry. They delve into various aspects, including the opportunities and challenges presented by AI, and the importance of adaptability to achieving success. Nair offers insights and…

One last one Trusts & Estates Webinar sponsored by the American Cancer Society, focused on the requirements of the Corporate Transparency Act (CTA). The two speakers were Stephen Liss, a partner at Dungey Dougherty PLLC and Kevin L. Shepard, a partner at Venable LLP. Speakers presented an overview of the CTA's reporting requirements, affecting entities…

During this entertaining and highly informative conversation, Envestnet Co-CIO and Group President Dana D'Auria shares some great insights on how delivering personalized investments at scale can improve the customer experience. Dana discusses what are the driving forces behind this shift toward personalized investing and what personalized investing looks like. She also shares some great insights…