Shannen Doherty, a beloved actress, was diagnosed with stage three breast cancer, tragically caught too late for treatment. The day before her death on July 13, 2024, she finalized her divorce from Kurt Iswarienko, ensuring that her assets would pass to her chosen beneficiaries. In this episode, David Lenok and guest Shawn Goheen highlight the…

At the 10th Annual Wealth Management Industry Awards, James Leonard, Marketing Manager at Zephyr discusses the importance and honor of Zephyr being nominated for an award at Wealthies, where industry leaders gather to celebrate so many outstanding achievements. Source link

At the 10th Annual Wealth Management Industry Awards, Teresa Hassara, Senior Vice President at Principal discusses her firm's priorities going forward, including a focus on service excellence, discovering new solutions and capabilities, and delivering the best technology and tools to help their advisors thrive. Source link

Introducing new clients to wealth management has long been hampered by manual paperwork and repetitive procedures. Attempts to improve this with bespoke workflows and new technology often fail due to limited automation and integration, leading to data inaccuracies, process inefficiencies and limited capacity for business growth. To remain competitive and meet the growing digital demands…

Financial advisors have historically leaned to the right on the political spectrum, and this presidential election cycle is no different — at least in the number of donations to Donald Trump's campaign. WealthManagement.com recently analyzed Federal Election Commission data showing contributions from individuals who listed “financial advisor” as their occupation and found that Trump's campaign…

The long-awaited arrival of lower interest rates last month helped push the FTSE Nareit All Equity REITs index up 3.2% as REITs continue a strong streak that has seen the index rise 39.1% since October 2023. In the third quarter alone, total index returns increased by 16.8%. Related: Rate Cut Forecast, Strong Q2 Performance to…

The 10th annual Wealth Management Industry Awards were held on September 5, 2024, at the Ziegfeld Ballroom in New York City, honoring outstanding achievements by companies, organizations and individuals that support the success of financial advisors. 92 awards were given to 84 companies from a pool of 287 finalists, determined by a panel of independent…

$8.2 billion Perigon Wealth Management announced Friday that it has added three new executives, including a new chief financial officer, as Chief Executive Arthur Ambarik executes a planned growth strategy that includes pursuing deals in the M&A market. David Scarpello is joining as CFO from Pathstone, a private equity-backed wealth management firm focused on ultra-high…

InvestCloud, which announced a brand redesignamong other things, earlier this week, it added some news to people that will interest industry advisors for a long time. According to her LinkedIn profileCheryl Nash has returned to the role of president of APL at Investcloud. She had previously served this function as president of investment services at…

The estate and gift tax exemption (set at $13.61 million per individual in 2024) will expire on January 1, 2026. If Congress does not act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the very real possibility of a reduced exemption, you should discuss with…