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    • The Estate Tech Revolution Is Picking Up Speed

      The Estate Tech Revolution Is Picking Up Speed

      WealthManagement.com· 11 hours ago

      One of the growing trends in the financial advice industry is advisors talking (and for the most part, just that) about leveraging estate planning to...

    • Regulatory Roundup for May 2024 | JD Supra

      Regulatory Roundup for May 2024 | JD Supra

      JD Supra· 19 hours ago

      In this edition, you will find one new SEC rule on cybersecurity breaches, one proposed rule requiring advisers to adopt “customer identification...