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AUGUST 8, 2024

ESTATE PLANNING

Shelley Duvall’s Longtime Partner Fights for His Share of Her Estate

Anna Sulkin Stern

The Shining actress appears to have died intestate.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

What's In Store for Income Investing With Rate Cuts Upcoming?

Ryan Nauman

Sound Income Strategies founder and CEO David Scranton discusses how income investing can help stabilize a portfolio.

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WMTV ON LOCATION

Finding the Perfect Fit for a Practice Takeover

Sponsored by United Planners Financial Services

David Walker, partner at Baird Wealth Strategy Group, took the leap and purchased an established practice with surprising results.

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HIGH NET WORTH

Is Your Client Ready to Start a Single Family Office?

Judy Lin Walsh and Alison Isaacson

Eight important questions to ask.

FULL ARTICLE

TECHNOLOGY

RIAs Need to Take a Methodical Approach to Embracing AI

Brad Genser

Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.

FULL ARTICLE

WEBINAR

Unique Assets: An Often-Overlooked Strategy for Ultra-High-Net-Worth Clients

Sponsored by SS&C Innovest

Join us on Thursday, August 22, 2024, to learn how to leverage unique assets for ultra-high-net-worth clients and enhance your service offerings.

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