Publications
Publications
Latest Articles
Legacy Solutions Rush to Adopt/Adapt
Dave Christensen of FMG and Leo Schrantz of Vestmark discuss how legacy technology providers are integrating AI to enhance platform ...
AI and the Advisor
Rather than a threat, AI can power scalable and personalized advice. Firms that embed AI into workflows and operating models will shape the ...
Case Study: The Operating Model that Scales Without Headcount
Wealth management firms are adopting digital workforces, shifting routine, nonjudgment tasks to AI-powered systems while advisors focus on ...
The Impact of AI on the Wealth Management Industry
Mark Casady of Vestigo Ventures and Charles Smith of EY discuss how artificial intelligence is transforming wealth management, technology ...
What’s an AI Advisor to Do?
Industry leaders examine how artificial intelligence is reshaping client expectations for service, advice, and personalization in wealth ...
Armageddon or Nirvana? Your Call.
Financial advisors who embrace AI can enhance client value and stay competitive. Those who ignore it risk falling behind in an increasingly ...
The Opportunity in Front of You
Managing a greater share of existing affluent clients’ wealth is an effective way for advisors to grow assets under management and increase ...
Tax Benefits of Donating Restricted Stock to Charity
Donating restricted stock directly can help corporate leaders unlock enhanced tax benefits and direct more capital toward charitable giving.
Nonprofits and the OBBBA
Understanding the shifts enacted by the OBBBA is critical to guiding clients through a complex landscape.
Maximizing Tax-Free Gains for High-Net-Worth Families
The OBBBA provides founders, investors, and estate planners with opportunities to exclude substantial capital gains from federal taxation.
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