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The Estate Tech Field Is Getting Increasingly Crowded

High Net Worth
 
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Wealth Management High Net Worth

MAY 27, 2024

The Estate Tech Revolution Is Picking Up Speed

David H. Lenok

Vanilla and Wealth.com are among the early frontrunners, but the field of contenders is increasingly crowded—and diverse.

FULL ARTICLE

The Kids Are Alright—But Are They Right for the Family Business?

Anna Sulkin Stern

Understanding the outsized influence of Gen Z.

FULL ARTICLE

Combining Value and Profitability in Small Caps

Larry Swedroe

Can investors have their cake and eat it, too?

FULL ARTICLE

RIAs Face a Growth Imperative and It’s Not About AUM

Chad Druvenga

How does the RIA industry justify acquisitions with high-flying multiples while net organic growth stagnates?

FULL ARTICLE

Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability

Thomas Norelli

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

FULL ARTICLE

Wall Street Billionaires Are Rushing to Back Trump, Verdict Be Damned

Amanda L Gordon and Sridhar Natarajan

A growing number of financial elites are throwing their weight behind Trump, who was found guilty in the first criminal trial of a former US president.

FULL ARTICLE

Private Credit and Mini-Millionaires Don’t Mix

Shuli Ren

The push to fundraise from wealthy individuals is turning managers into high-end concierge services.

RELATED:  Banks Pump Billions More Into Private Credit as Frenzy Grows

FULL ARTICLE

America’s Tax Cut Era Has Outlasted Its Welcome

Kathryn Anne Edwards

The system is unfair, unbalanced and underperforming.

FULL ARTICLE
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