Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup.
Wealth.com announced it is launching tax planning tools alongside its estate planning services. As the race to provide estate planning services for advisors heats up, adding the intertwined area of tax planning makes sense, and could serve as a differentiator for prospects while also gaining more wallet share from those already using its estate planning services. It’s a good example of a firm building adjacent services to complement existing ones.
To see the Wealth Solutions Report Deals & Recruiting Roundup for the week, click here. Visit Wealth Solutions Report for the latest wealth management insights, analysis and news.