Estate

Wealth.com Raises $30M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024) – Go Health Pro

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Wealth.com Raises M To Provide Estate Documents To Advisors’ Clients (And More Of The Latest In Financial #AdvisorTech – October 2024) – Go Health Pro

Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that digital estate planning platform Wealth.com has raised … Read more

Maximizing Actual Property Returns In A Charge Lower Atmosphere – Go Well being Professional

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Maximizing Actual Property Returns In A Charge Lower Atmosphere – Go Well being Professional

In the end, the time has lastly come for the Fed to start reducing charges in September. Consequently, actual property traders will probably profit from a tailwind over the following couple of years, after a tough prior two years. Mortgage charges peaked in October 2023 however rose once more from December 2023 by means of … Read more

Utilizing Digital Property Planning Platforms To Complement Lawyer And Advisor Roles – Go Well being Professional

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Utilizing Digital Property Planning Platforms To Complement Lawyer And Advisor Roles – Go Well being Professional

As digital software program options change into extra subtle (and new ones proceed to roll out at breakneck pace), they might provide aid with what they provide however, on the similar time, they might additionally introduce a burden for the consumer to vet and evaluate the outcomes to make sure that it really supplies the … Read more

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