Tax planning has become one of the clearest ways advisors demonstrate value. According to Kitces’ AdvisorTech research, tax planning software is now one of the fastest-growing technology categories among advisors, with adoption approaching 70 percent and satisfaction scores among the highest of any planning tool.
Winning the Estate Game: Why Elite Advisory Firms Are Rethinking Estate Planning at ScaleFor years, estate planning lived on the edges of the financial advice process. It mattered, but it rarely felt urgent. It was valuable, but hard to scale. Most firms deferred it to attorneys, reviewed documents only when clients asked, and handled inconsistently across a book of business…
The Hidden Protection Gap: Underinsurance Across All Wealth Levels (Yes, Even the Ultra‑Wealthy)Ultra-high-net-worth clients have advisors for everything—investments, tax strategy, estate planning, and private banking. But few advisors take ownership of the entire risk picture, especially when it comes to insurance planning for families with more complex needs…
The ROI of AI: How I Save Time and Deepen RelationshipsI believe time is the most valuable resource in wealth management. But too often, it gets consumed by tasks that don’t directly serve clients. Tax returns, insurance policies, and estate documents demand hours of review, leaving less room for the conversations that matter most…
The $1M Discrepancy: How FP Alpha Helped Us Catch an Estate Document Inconsistency Before it Became a ProblemAt Burt Wealth Advisors, we’ve always believed that technology should enhance, not replace, the human touch in financial planning. A recent experience reminded me just how powerful that combination can be…
Three Estate Planning To-Dos For Before Year’s End
