Merit Financial Advisors is hiring a new M&A deal leader, the firm announced today. David Wahlen will join the firm as vice president of strategic partners from Captrust, where he was most recently director of strategic growth. In his new role, Wahlen will be the main point of contact between the $12 billion Merit and…

In recent years, advisors have begun to consider health care planning as an important part of comprehensive financial planning, but often lack the tools to make it happen. That situation is likely to ease with Move Health acquiring Caribou Health Technologies Inc., a health planning app for financial advisors. Related: Maximizing planning opportunities: Optimizing health…

Dan Bolton will join Wealth.com as its new head of marketing, leaving Nitrogen after more than eight years with the firm. In that position, Bolton will help strengthen the estate planning platform's marketing strategies and brand evolution. In a statement about the deal, Bolton said it would contribute to a mission of “empowering advisors to…

An immediate paying charitable gift annuity (CGA) is often considered a security model. Once a donor and charity agree on the fee, nothing changes. Even if the charity mismanages the initial contribution, the obligation to pay continues. Gift annuitants find the arrangement reassuring. The charity has the certainty of a gift that will ultimately benefit…

Martin M. Shenkman and Joy Matak discuss three issues in 2025 important to the estate planning landscape. Source link

Ultra High Net Worth (UHNW) households have tremendous influence. Their financial wealth, business ventures and social connections have a huge impact on the world. When these families are healthy and high-functioning, as individuals and as a system, their decisions are more likely to consider their impact on others around them. Thoughtful planning, which addresses both…

Explaining technical concepts to customers for greater understanding and satisfaction Source link

As estate planning attorneys, CPAs, trust officers and financial planners, we stand at the crossroads of technological advancement. Artificial intelligence (AI) is increasingly reshaping our professional landscape, bringing opportunities, challenges and ethical questions. Will AI replace us? How can we use AI to increase customer value? What does the future hold and how should we…

When evaluating a malpractice case, it is often difficult to know what actually happened. But an analysis of the case may reveal lessons that other practitioners can use to reduce the risk that they may face a similar claim. of Cornwell Entertainment, Inc. v. Anchin, Block & Anchin, LLP1 (Cornwell) decision provides a compelling lens…

Eight species to protect. Source link