Dec 09, 2022
Death and Taxes: How advisors can use tech to enhance estate and tax...
Learn how FMB Wealth Management tackles the inevitable for clients – death and taxes – in a way that’s not only more efficient, but achieves greater outcomes. And, watch high-level demos of Holistiplan and Vanilla. Grant Blindbury details how he uses both technologies to achieve impactful results Discover how technology plays a key role in delivering differentiating value Watch product demos of Holistiplan and Vanilla
Jul 08, 2021
How to prepare for the death of a client
You’ve built a solid financial foundation for your client, made investments with an eye on the future, and helped them strive toward making their financial goals a reality—but what happens once they pass on? Without preparation, the months following a client’s death can be a chaotic mess for a financial advisor. Assets need to be found, collected, and handed over to whoever is handling the estate. You put in hours of work, and in the end, you are left clientless, watching the assets you carefully tended for your client in life tangled in probate court and wasted on fees and...
Oct 14, 2021
The Great Wealth Transfer: What large advisory firms need to know
We are on the brink of the largest transfer of wealth in American history. In the next 25 years, as much as $84.4 trillion from 45 million U.S. households will be passed down from older Americans to their Millennial and Gen X inheritors. This exchange of wealth and change in who the wealthy demographic is will dramatically shift the landscape of wealth management across the U.S. The stakes are high for financial advising firms. Most firms have naturally focused on an older client base since they hold a significantly larger portion of wealth and have a higher interest in investments. If...