Launching in 2025, Holistiplan’s new Estate Module is set to redefine how advisors deliver estate planning services, making estate planning more accessible to the mass affluent market.

The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve the wealth they pass on to their children.

Darrell Vernum Lost Records Kickstarter

Developer of digital asset management solution provides streamlined, secure transfer of passwords, cryptocurrency, wills and trusts and more

Protecting digital footprint and social media accounts in the digital age

The two-day event offered attendees interactive sessions and a look at TruChoice's new women-focused marketing platform

The prestigious award is based entirely on current employee feedback about their experience working at TruChoice

Recent advancements in AI are transforming blockchain technology in various industries with the enhancement of security and efficiency.

Crypto demand is surging after the collapse of Silicon Valley Bank and Signature Bank.

Developers of estate planning, password manager, and crypto wallet solutions announce the publication of a U.S. patent.

The 2 diagnostic calculators give financial professionals added insight when developing retirement solutions for clients

Stouffer Legal Brings Expert Estate Planning Services to Annapolis Community

The practice management event featured two keynote speakers, peer-to-peer sharing, and the launch of an exclusive new online calculator

The additions now give TruChoice 7 RILA carriers to offer financial professionals more available solutions for clients

The probate and elder law attorneys at Walter & Herman Law are excited to announce that the firm is expanding to a new office in Jupiter, FL.

The practice management event featured a keynote address from an industry legend, numerous business-building sessions, and networking opportunities galore.

Employees and their families participated in the virtual event as part of TruChoice's ongoing commitment to community involvement

The Specialized Products Division provides assistance in navigating the fastest-growing segment of the annuity space, registered index-linked annuities (RILAs)

The leading Palm Beach County probate law firm has been serving residents in Florida's communities for more than 30 years

The engaging two-day event offered a chance for lively interaction, sharing, and encouragement among the women in attendance

The platform has simplified critical data exchange and asset transfer for individuals interested in protecting their digital assets for the future.

Designed to provide a mid-year boost for financial professionals, the practice management event featured three keynote speakers along with numerous business-building sessions

Lumbard, 75, was a highly respected 48-year veteran of the insurance industry

Pilot program moves to full market launch after members experience nearly 30% increase in average case size*

The Leimberg Institute is designed to help take some of the stress off attorneys, CPAs and other financial services professionals who find it increasingly difficult to stay on the cutting edge.

TruWomen aims to enrich, inspire, and uplift women in the financial industry

Magnus Financial Group LLC ("Magnus") is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager.

The practice management event featured four keynote speakers, the launch of an initiative for women financial professionals, and the unveiling of a new marketing campaign

Professional consultant writes helpful article on why pre-death planning should be a priority for families.

Workshop series to help estate planning professionals protect client assets from the dangers of the SECURE Act

Clean Letters Can Help Prevent Detours that Registered Representatives May Face in Presenting Retirement Roadblocks to Clients

Providing Investment Management, Financial Counseling and Estate and Tax Planning with No Product Sales