Important News

Estate Planning Offers an Immense Opportunity to Advisors

October 19, 2022
Envestnet

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.

Trucendent has been named a Best in Show and a Best Disruptor finalist

September 9, 2022
Trucendent

We are proud to be recognized for our thought leadership and being a disruptor in this space.

What Type of Trustee is Best for Your Client’s Estate Plan?

February 11, 2022
Trucendent

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.

Are you ready to ride the wealth transfer wave?

January 25, 2022
Trucendent

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.

Why Financial Advisors Should Recommend Corporate Trustees

January 13, 2022
Trucendent

Are you encouraging wealth transfer clients to consider professional trustee services? Learn more about the benefits of choosing a corporate trustee.

Trucendent Welcomes Sheri Perkins

December 13, 2021
Trucendent

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.

Trucendent and Cannon Financial Institute Partner to Help Financial Advisors Bolster their Estate Planning Knowledge & Services

November 4, 2021
PR Newswire

Partnership to Digitally Transform the Wealth Transfer Process for Advisors, Their Clients, and Their Clients' Families

With Envestnet’s Trust Services Exchange, Advisors Have A Powerful Tool to Transfer Wealth

October 5, 2021
Envestnet

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.

2021 MMI/Barron's Industry Awards – Finalist

September 28, 2021
Barrons

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!

Trucendent CEO interviewed on the podcast The Cannon Curve

August 26, 2021
Cannon Financial

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.

Envestnet Trust Services Exchange Adds Peak Trust Company, Rounding Out Access to Innovative Partners in Top-Tier Trust Planning Jurisdictions

July 29, 2021
PR Newswire

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

Sterling Trustees Joins Envestnet Trust Services Exchange

July 8, 2021
PR Newswire

South Dakota-Based Trust Administrator’s Services are Available to RIAs & Broker-Dealers Through Trucendent-Powered Trust Account Marketplace

BOK Financial Advisor Trust Services Now Available as Embedded Offering via Envestnet Trust Services Exchange

March 25, 2021
PR Newswire

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 Launching Trust Services Exchange

March 7, 2021
The Wealth Advisor

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 rolls out Trust Services Exchange

February 26, 2021
InvestmentNews

Envestnet advisers can manage trust and estate planning accounts for their clients' thanks to an API integration with Trucendent

Envestnet Offering Aims To Ease Estate, Trust Planning Pain

February 25, 2021
Family Wealth Report

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 Joins Increasingly Crowded Digital Estate Planning Space

February 25, 2021
Wealth Management

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.

Envestnet Enhances Ecosystem Launching the Envestnet Trust Services Exchange

February 24, 2021
PR Newswire

Partnership with Trucendent Directly Integrates Advisors with Trust Administrators, Trustees & Estate Planning Attorneys—Enabling RIAs & Broker-Dealers to Manage Trust Accounts

Envestnet Launches Trust Services Exchange for RIAs and BDs

February 24, 2021
Think Advisor

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.”