Estate Administration in the Age of Data Persistence

Published on April 1, 2026

What wealth advisors and estate fiduciaries need to know about credit reporting errors and identity theft after death.

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RIA Edge 100: AI Won’t Alter Client-Advisor Ratios

April 1, 2026
Artificial intelligence promises “business efficiencies” that will free up an advisor’s time. But executives leading this year’s crop of RIA Edge 100 firms say they won’t fill that time by giving advisors even more clients. Rather, they say the business benefits most when the advisors invest the extra time in deepening relationships with their existing client roster.

What Estate Planners Should Know About Non-Qualified Deferred Annuity Contracts

April 1, 2026
They’re unique wealth accumulation tools that can also provide guaranteed income that your client can’t outlive.