Living trusts are powerful tools that can help protect client assets and make estate administration easier for families.

Continuing its focus on the account-opening process, Betterment for Advisors announced it’s adding a Trust Account Opening feature to its advisor automated investing platform. Betterment previously ...

Trust is an essential asset for advisors to have with their clients—some would argue it tops the list. Given current market conditions, some advisors may worry that the portfolio swings that clients ...

One of the biggest holdups for advisors in fully embracing AI tools is trust. The learning technology is widely known to hallucinate when it's used as a predictive tool or large language model. That's ...

Lawyer and Capital Advisor Alejandro R. Hernandez Repositions ARH Global Advisors Around Probate, Real Estate Economics, and Family Wealth Strategy LOS ANGELES, CA, UNITED STATES, January 1, 2026 ...

FTA is a federally registered investment advisor and serves as the Fund's investment advisor. FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately ...

Trust & Will, one of the leading digital estate planning platforms in the US, has unveiled a new subscription pricing model to help more financial advisors access its services. The fintech firm’s new ...

SAN DIEGO--(BUSINESS WIRE)--Trust & Will, the leading digital estate planning and settlement platform in the United States, announced today its new subscription model for financial advisors so they ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The term “advisor friendly trust company” (AFTCs) first ...

A broken portfolio is not as big a deal to an investor as broken trust with their advisor. That’s the revelation of a new study by CapIntel, a Toronto financial technology company. The company found ...