Trucendent CEO, John Yackel' s interview with Private Wealth magazine on simplifying the trust management and estate planning process.
Your clients likely know estate planning is important, they may not have done anything about it, and they want to turn to you for advice. In this video, I talk more about the huge opportunity this presents to advisors.
We are proud to be recognized for our thought leadership and being a disruptor in this space.
What trustee type is best for your client’s estate? Learn about the pros and cons of giving fiduciary responsibility to one type of trustee over others.
45 million US households will soon transfer $70 trillion in assets to heirs. Ride the wealth transfer wave by engaging clients in estate planning now.
Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.
Trucendent is excited to welcome 30-year industry veteran, Sheri Perkins, as our Chief Operating Officer leading the strategy and execution of Trucendent’s solution to solve the complex legacy problem of incorporating estate planning as a core competency in an advisor’s wealth planning services.
Partnership to Digitally Transform the Wealth Transfer Process for Advisors, Their Clients, and Their Clients' Families
As we have written about before, the next ten years offer a huge opportunity to financial advisors who are ready and prepared to grow their business.
MMI is pleased to announce the finalists for the 2021 MMI/Barron’s Industry Awards which recognize innovation and leadership in the investment advisory solutions industry. Our congratulations to the finalists and all the firms that were nominated!
Listen in to hear John unpack the democratization of estate planning, the importance of conversational competency and multi-generational client relationships, and why the difference is not in technology alone but the combination of art and science.
Peak Trust Company's Presence on Trucendent-Powered Trust Account Marketplace Enables Advisors' Clients to Benefit from Favorable Trust Rules in Alaska & Nevada--Without Having to Reside There
South Dakota-Based Trust Administrator’s Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace
Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to Seamlessly Create, Manage & Transfer Trust Accounts for Clients
Envestnet has announced the launch of the Envestnet Trust Services Exchange, a new solution for helping Registered Investment Advisers (RIAs) and broker-dealers seamlessly utilize trust accounts to facilitate the efficient transfer of wealth from generation to generation.
Envestnet advisers can manage trust and estate planning accounts for their clients' thanks to an API integration with Trucendent
At a time when inter-generational wealth transfer – amounting to tens of trillions of dollars – is a major theme in the industry, having efficient tools to handle the work is important.
Envestnet announced the launch of the Envestnet Trust Services Exchange this week, an initiative meant to help registered investment advisors and broker/dealers access trust and estate planning services and attorneys for clients. The platform will be fully integrated with Envestnet | MoneyGuide, Envestnet | Tamarac and other offerings within the Envestnet ecosystem, currently available to more than 105,000 advisors across 5,100 companies.
Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys—Enabling RIAs & Broker-Dealers to Manage Trust Accounts
The seamless transfer of wealth to the next generation is a core element of financial planning for clients. The new Envestnet Trust Services Exchange platform will make it easier for RIAs and BDs to do that. The announcement comes only two days after Envestnet announced it’s building a new “personal financial ecosystem.”
