Estate

Estate Planning Tech Transforms Advisor Growth

Estate Planning Tech Transforms Advisor Growth

Estate planning is the most underutilized growth strategy in wealth management right now, and the stickiest. Most advisors refer it out. They stay on the sidelines of the conversations that would move them upmarket, expand their relationships and keep the next generation from leaving. Eighty percent of heirs leave their parents’ advisors within a year

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‘Smart’ Estate Planning Can Cause Problems: Unraveling Myths

'Smart' Estate Planning Can Cause Problems: Unraveling Myths

We’ve all heard the standard estate planning advice: write a will, purchase appropriate life insurance, name the beneficiaries of your retirement accounts and arrange things so your estate can bypass the lengthy probate process. While this advice is well-intended and generally useful, it turns out that following this advice blindly can sometimes make things worse

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[The Alexander City Outlook] Building a National Waterfront Real Estate Empire Through Data and Specialization

[The Alexander City Outlook] Building a National Waterfront Real Estate Empire Through Data and Specialization

Photo by Alex Staudinger The U.S. waterfront real estate market is highly fragmented yet immensely valuable, and instead of chasing growth through large agent rosters and high transaction volume, Lake Homes Realty has become a leading lake-focused brokerage by cultivating a smaller, highly skilled agent network supported by deep market expertise. CEO and Lead Economic

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How You Can Invest in Real Estate With Little Money

How You Can Invest in Real Estate With Little Money

Key Takeaways REITs and crowdfunding make property investments accessible to everyone. House hacking and seller financing reduce housing costs while building equity. Wholesaling requires hustle and offers entry with minimal cash risk. Always do your homework and consult professionals before committing funds. Think you need thousands of dollars to invest in real estate? Think again.

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Can Real Estate Save You From AI-Related Unemployment?

Can Real Estate Save You From AI-Related Unemployment?

In This Article Worried that artificial intelligence (AI) will replace lower- and middle-income jobs, and only create wealth for business owners?  Billionaire Ray Dalio argues that AI is making the bottom 60% of Americans more dependent on the top 1% to keep the economy afloat. He notes that 60% of Americans can’t even read at

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We’re in a “Buyer’s Market”…But Where Are the Real Estate Deals? (Rookie Reply)

We’re in a “Buyer’s Market”…But Where Are the Real Estate Deals? (Rookie Reply)

This is supposed to be a good time to buy a rental property, right? People keep saying we’re in a “buyer’s market,” and that you have more negotiating power than usual. But how do you find these deals in the first place? If you’re tired of spinning your wheels, we’ve got several strategies, tips, and

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HP Seeking $1.8 Billion From Mike Lynch’s Estate After UK Autonomy Lawsuit

HP Seeking $1.8 Billion From Mike Lynch’s Estate After UK Autonomy Lawsuit

Hewlett Packard Enterprise is seeking nearly $1.8 billion from the estate of the late Mike Lynch over HP’s acquisition of his British tech firm Autonomy, the U.S. technology giant’s lawyers told London’s High Court on Tuesday. Hewlett Packard is seeking to recoup its losses from Lynch, who died last year when his luxury yacht sank

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