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With trillions of dollars in assets passing to surviving spouses before next-gen heirs, advisors must expand their digital strategy to include women.
February 11RFG Advisory -
For financial advisors, the hardest part of soliciting and posting SEC-compliant reviews can be overcoming reluctance on the compliance end.
February 5Wealthtender -
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With Gary Gensler's "Wild West" in the rearview mirror, a less combative approach to cryptocurrency looks likely to boost product innovation and investor adoption.
January 30Altruist -
For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29SoftLedger -
Ultrahigh net worth families often use extended networks of professionals and advisors — which is precisely what makes their financial data uniquely vulnerable.
January 28Whittier Trust -
China currently dominates the market for the hardware and software used to mine cryptocurrency. Creating a large federal reserve would expose a major U.S. asset to potential Chinese meddling.
January 22 -
It's never too early to school future heirs on the mechanics and productive uses of family wealth.
January 22Fiduciary Financial Advisors -
If we establish a Bitcoin reserve, the U.S. taxpayer loses and the wealthiest Bitcoin holders win.
January 21Knowfully Learning Group -
As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.
January 17McGuire Sponsel