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Advisor EP Managing Partner On Working With Mass Affluent Clients
As a Master Certified Estate Planner™ and Managing Partner at Advisor EP, my role is to help identify these gaps…
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Legacy Keeper Unveils Canada’s First AI Estate-Planning Agent For Fiduciary Financial Advisors
Legacy Keeper’s AI agents analyze clients’ wills, trusts, insurance policies, and account statements. They identify opportunities to minimize tax and…
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Advisor Estate Planning Strategies with AI-Powered Automation
Legacy Keeper helps financial advisors deliver personalized estate planning strategies for every client at scale, powered by enterprise-grade AI infrastructure.
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Estate Planning Fact Finder: Revolutionize Client Onboarding
LegacyKeeper’s Guided Form is an estate planning fact finder that simplifies, centralizes, and automates data entry.
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Generational Wealth: Why Your Legacy Is About More Than Money
When most people think about generational wealth, they picture investment portfolios, real estate empires, and trust funds passed down through…
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Wealthtech Learnings from Advise AI 2025: The Future of Financial Planning Technology
Attending the 2025 Advise AI conference provided invaluable insights into how wealthtech innovations are reshaping the financial advisory landscape. From…
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Why AI Financial Planning Tools Are Actually Slowing Advisors Down [2025 Reality Check]
AI financial planning tools sound amazing with their promised time savings, but reality often disappoints us. Tasks that should take…
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AI For Financial Advisors: Navigating The AI Revolution
The financial advisory landscape is experiencing a profound transformation with AI for financial advisors. With artificial intelligence reshaping how professionals…
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Top 10 Ways Investment Advisors Can Support Clients in Estate Planning – Estate Planning For Investment Advisors
Estate planning for investment advisors is a critical aspect of financial management that ensures individuals can secure their legacies and…
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Navigating California Estate Taxes
Navigating California estate taxes can feel daunting, especially when property values and tax laws are complex. This guide aims to…
