Wealthcare’s Held-Away Account Trading and Management Partner Pontera (formerly FeeX) is revolutionizing wealth management by making it possible for financial advisors to actively manage 401ks and other held away accounts. The Pontera solution empowers advisors to offer comprehensive, holistic services to their end clients by enabling held-away account management and trading. Pontera also partners with…
Estate Planning Made Easy Trust and Will is a complete, simple, and affordable Estate Planning solution for your clients without a complex estate which enables you to provide the level of support that best matches your advisement style. Trust and Will discusses how, why, & when you might consider introducing some of your clients to Trust & Will…
Who is DPL: DPL Financial Partners is an insurance network for RIAs, providing easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education so fiduciary, Fee-Only advisors can leverage the benefits of these products for their clients. Wealthcare is a member of DPL, and with us as…
Counsel Trust Company is an independently owned, fiduciary, non-depository trust company…. established to provide corporate trustee services to outside investment advisory, accounting, and legal firms. Ed Crooks Listen to Ed and Brandon Crooks with Counsel Trust Company, our new trust company partner, present “Modern Trust Concepts”. This recording of October 2020’s interactive Practice Management webinar covers the following topics: • Advisor…