Top Estate Planning Mistakes Families Make — And How To Avoid Them
Estate planning is essential for families who want to secure financial stability and build generational wealth. However, potential pitfalls can undermine even the best-laid plans.
Do You Really Know Your UNHW Clients’ Spending Rate?
For financial advisors working with ultra-high-net-worth (UHNW) clients, understanding spending patterns is vital to crafting a well-rounded financial strategy. However, accurately assessing spending rates is often overlooked in financial planning, regardless of whether the focus is on long-term investments, estate planning or liquidity management.
Aquilance Hires Chief Revenue Officer From Morningstar
The personal financial administration firm has been building out its C-Suite with an eye toward growth and bringing the technology down-market.