Brian Kovack, CEO of Kovack Financial Network on Scaling Advisory Practices
Automation, niche focus and smarter regulation will decide which advisory practices scale and which stall, writes Brian Kovack…
Hightower taps Dispatch to unify client data across Signature Wealth platform
Data orchestration firm Dispatch will manage client records across custodians as Hightower Signature Wealth scales past $35 billion…
Hightower Picks Onboarding FinTech Dispatch for Signature Wealth
Hightower Advisors, a Chicago-based wealth management firm with more than 800 advisors, will work with fintech Dispatch to…
Governance Before Structures: Sovereign Group’s Andrew Galway on Why Succession Plans Stall
Andrew Galway, a Managing Director at Sovereign Group based in Singapore, was the third fiduciary provider to take…
Trust Has to Be Structured: Munish Randev on Building for the Next Generation
Every wealth manager in India will say that trust sits at the centre of the proposition. Rather fewer…
Hardware, Software and the Human Architecture of Wealth Structuring: Insights from Marilyn See
Wealth structuring conversations tend to begin with vehicles. Which trust, which foundation, which holding company, which jurisdiction. The…
B2B: the hidden value of financial advice
When people think about financial advice, one of the first questions is often about cost. It is a…
Here’s What Retirement Could Look Like for a 65-Year-Old With Average Savings, Plus Social Security
Retirement looks drastically different depending on how much you have saved, your lifestyle, and where you live. But…
Will putting our savings in Raisin create issues for executor if we die? – The Irish Times
My wife and I are in our early 80s. At present we have a six-figure sum in a…
Social Security’s COLA bump may not offset what’s coming
With the Social Security Administration’s 2027 cost-of-living adjustment announcement just weeks away, retirees are entering the last stretch…
Here’s What Retirement Could Look Like for a 65-Year-Old With Average Savings, Plus Social Security
Retirement looks drastically different depending on how much you have saved, your lifestyle, and where you live. But…
The Best and Worst US States to Retire in, Ranked
Retirement is full of decisions, and the state you choose to retire in could be the most important…