Wealth Management
3 articles
The Ultimate Fintech Marketing Guide from Intention.ly
Intention.ly is a specialized growth consultancy that helps financial firms and fintech companies drive business growth through integrated marketing strategies and proprietary AI. This guide highlights their unique "Growth Engine" approach, focusing on measurable results and specialized industry expertise.
The Fee-Only Advisor's Guide to Digital Assets: How IronClad Family Ensures RUFADAA Compliance
Many financial advisors face a compliance challenge with digital assets, as most estate plans do not cover them despite their significant value. The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) is critical for fiduciaries, and platforms like IronClad Family help ensure compliance and secure digital asset planning.
Planning for Two Lifetimes: How One Free Book Is Helping Special Needs Families Find Peace of Mind
The free book "Planning for Two Lifetimes" helps special needs families create practical financial plans, addressing common worries about a child's future and preserving essential government benefits. It guides parents through complex topics like special needs trusts and maintaining SSI or Medicaid eligibility.