FreeWill, a social good enterprise connecting philanthropy and estate planning, today announced the launch of Estately, a software solution that allows financial advisors to offer comprehensive estate planning as a component of their comprehensive wealth management practices, enabling them to manage every step of the process centrally. Estately leverages FreeWill's customer-facing technology and scale to…

Twenty-five years ago, when a number of savvy wealth advisors, insurance agents and benefit brokers saw the potential in 401(k) plans with many acting as fiduciaries, they announced their ability to help plan sponsors reduce record keeper fees. Provider fees fell rapidly, helped in part by the 408(b)(2) and 404(a)(5) regulations of 2012, a movement…

How should a prospective financial planner determine which of the 179 financial planning programs now accredited by the CFP Board provides the best preparation for success? of results of the FPA Financial Planning Challenge direct students for an answer. Since 2010, the Financial Planning Association has invited colleges with CFP Board-registered financial planning programs to…

(Bloomberg) — A Nov CONQUEST for Donald Trump would be more beneficial to investors holding stocks and Bitcoin compared to his Democratic opponent, while a Kamala Harris presidency would bring little more relief to housing costs, according to the latest Bloomberg poll. The stock market, up about 22% so far in 2024, is more likely…

The Securities and Financial Markets Industry Association is accusing the CFP Board of acting as a “de facto, private regulator” for its certifiers and is asking the organization to create a “safe harbor” in its rules for representatives of regulated by the SEC and FINRA. In a white paper released today, the broker/dealer trade group…

(Bloomberg) — The U.S. bond market, already hit by its worst selloff in six months, now heads into a crucial two-week stretch that will likely set its course for the rest of the year. A series of market-moving events are fast approaching, starting with the Treasury Department's announcement on Wednesday of the rate of future…

(Bloomberg) — The art market is approaching a tipping point, according to a new 2024 study of global collections from Art Basel and UBS. Rich people are getting richer, but art represents a lower percentage of their net worth than in years past; Meanwhile, a core group of dedicated collectors report that they plan to…

Alvarez & Marsal, a New York-based management consulting firm dating back to 1983, has established a registered investment advisor. A&M Private Wealth Partners will provide family office services to very high net worth families with more than $100 million in investable assets. The firm currently has about $103 million in discretionary assets, according to its…

During this very entertaining and engaging talk, Sal Gilbertie, CEO of Teucrium ETFs, shared fantastic insight into grain investing and why he believes we are in a golden grain cycle for investors. Sal explains the golden wheat cycle, the current opportunities grains offer investors, and why he thinks grains, especially corn, should be an investment…

In 2024, the CFP Board accredited 179 undergraduate colleges preparing students for careers in financial planning. How should a prospective financial planner determine which program offers the best preparation for success? The results of the FPA Financial Planning Challenge point students to an answer. Each year since 2010, the Financial Planning Association has invited colleges…