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.
Estate planning was traditionally thought of as either something done with an external lawyer or, more recently, something provided to retain clients and provide holistic service. The trend, however, is for estate planning to be a part of a firm’s growth strategy. This week the partnerships between Wealth.com and AcquireUp, as well as Vanilla and BlackRock, highlight estate planning as part of the conversation advisors should have up front with clients and prospects.
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.