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Families everywhere are paying more attention to emergency preparedness.
In fact, news reports last week showed that Americans are buying more survival kits, emergency food, and supplies than ever before. Stores are selling out of basic gear like flashlights, power banks, and even gas masks (Business Insider).
Last week, something big happened in the world of financial advising.
Raymond James recruited a team of advisors who managed $1.8 billion in client money.
Why did they move? Not for a bigger paycheck. Not for fancy perks.
They moved because they wanted better technology and a firm that aligned with their values.
That sends a clear message to every advisor out there:
Technology is no longer optional. It’s the new foundation of trust.
In 2025, being a financial advisor means more than managing money—it means protecting a family’s entire legacy. But most advisors haven’t caught up.
Let’s face it—these days, life feels a little more unpredictable.
The economy is shifting. Weather events are more severe. Cyber threats are growing. Even the rules...
Holistic advising has become a cornerstone for professionals guiding businesses and families through the complexities of 2025. By integrating business growth, marketing, sales, compliance, and advanced tools, advisors can deliver comprehensive solutions that meet clients’ evolving needs. A 2025 Deloitte report highlights that 68% of advisory firms see rising demand for integrated services combining wealth management, cybersecurity, and estate planning. This article explores the key trends shaping holistic advising and how advisors can leverage them to protect clients’ assets and drive sustainable growth.
In today’s digital age, your family’s legacy extends far beyond physical heirlooms or bank accounts. From cryptocurrency wallets and social media profiles to cherished family photos and critical legal documents, your digital estate is a treasure trove of personal and financial value. But without proper protection, these assets are at risk of being lost, hacked, or inaccessible when your loved ones need them most. According to a 2024 report by Cybersecurity Ventures, cybercrime is projected to cost the world $10.5 trillion annually by 2025, with personal data breaches making up a significant portion of that loss. So, how can you ensure your family’s digital estate is secure and accessible for future generations? The answer lies in zero-knowledge encryption—a game-changing technology that’s revolutionizing estate planning.
Simple Tips Every Family Can Use — And How a Digital Vault Helps
Let’s be real for a second.No one wants to think about...
The U.S. wealth management industry is at a pivotal moment. As clients increasingly seek comprehensive guidance—including tax, retirement, estate, and...
