Wealth.com Announces Inaugural Estate Planning Conference
PHOENIX--(BUSINESS WIRE)-- Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, the conference will feature more than 15 hours of CFP® continuing education (CE)-level content, world-class speakers and a fully immersive resort experience dedicated to education, collaboration and community.
Attendees will gain access to top-tier insights from a roster of leading experts and thought leaders who are shaping the future of estate planning and finance. By establishing a dynamic platform for estate planning education, Wealth.com is setting a new standard for professional development in the wealth management space. The Estate Planning Conference will further empower advisors to integrate estate planning with confidence and help firms meet evolving client needs while deepening trust and value. It is open to all financial professionals with firms of any size and all affiliations. For those unable to attend in person, Wealth.com will share select sessions and key takeaways online, helping to ensure the educational impact reaches the broader industry.
'Estate planning deserves a place at the center of advisor education,' said Dan Bolton, head of marketing at Wealth.com. 'That is why we are dedicating significant resources to make The Estate Planning Conference the premier event of its kind. Attendees can expect sessions led by global leaders, unmatched opportunities to collaborate with peers and an experience designed to inspire long after the conference ends.'
This announcement builds on a period of rapid momentum for Wealth.com, which now serves as the preferred estate planning platform for more than 1,000 wealth management firms. Following its successful Series A funding round, led by Google Ventures in late 2024, Wealth.com attracted backing from Schwab, which continues to fuel its evolving platform. Earlier this year, the company unveiled its Scenario Builder —the industry's first all-in-one estate planning modeling tool—enabling advisors, planners and estate attorneys to evaluate the potential impacts of various strategies on a client's estate. Together, these advancements reflect Wealth.com's continued appeal as well as its commitment to meeting the growing demand for modern, scalable estate planning solutions across the wealth management landscape.
Registration for The Estate Planning Conference is available now at wealth.com/estatecon. To learn more about Wealth.com's advanced, end-to-end estate planning platform, please visit Wealth.com.
Wealth.com is the industry's leading estate planning platform, empowering 1,000+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, Wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked Wealth.com as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, Wealth.com was honored by WealthManagement.com as the 'Best Technology Provider' in the Trust category, and CEO Rafael Loureiro received the Advisor Choice Award for Technology Providers: CEO of the Year.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
24 minutes ago
- Yahoo
Rio Tinto seeks innovative collaborators at London Tech Week
LONDON, June 09, 2025--(BUSINESS WIRE)--Rio Tinto is taking its innovation strategy directly to entrepreneurs, researchers and innovators at London Tech Week as it works to accelerate the breakthroughs needed to sustainably deliver the materials the world needs. The only mining company at London Tech Week, Rio Tinto will lead discussions on how to meet the soaring global demand for critical minerals, deliver materials at scale more sustainably, and harness innovation to deliver the technologies of tomorrow, from AI to electrification to renewables. Rio Tinto Chief Innovation Officer Dan Walker said: "Innovation is in our DNA. For over 150 years, Rio Tinto has operated at the intersection of mining and technology, and there has never been a time when innovation is needed more. "As the world faces increasingly complex challenges, from climate change and urbanisation to the energy transition and electrification, meeting the world's needs requires more materials, delivered faster, more sustainably, and with a lighter footprint at every step. "These are deeply complex issues that no organisation can solve alone. We want to find the very best innovators and entrepreneurs to join our global network of startups, universities, tech leaders and governments to help turn bold ideas into real-world solutions." Rio Tinto's expanding innovation ecosystem includes its Accelerator Program, run in partnership with early-stage investor Founders Factory, and its Ventures Fund, which support high-potential startups mining and sustainability. Last year, Rio Tinto also invested $150 million to launch the Rio Tinto Centre for Future Materials, in collaboration with five world-leading universities, to advance transformational research to accelerate progress towards net zero. Led by Imperial College London, the academic partners include The University of British Columbia, Vancouver; The University of California, Berkeley; The University of the Witwatersrand, Johannesburg; and The Australian National University, Canberra. Rio Tinto speaking sessions at London Tech Week 2025: Monday 9 June: "Unlocking tomorrow's tech: powering innovation that ensures the sustainable supply of the materials that matter" — Rio Tinto CEO Jakob Stausholm in conversation with Dan Walker, Chief Innovation Officer (Main Stage) Wednesday 11 June: "Creating the Future from Campus: Why Are University Spinouts So Important for Innovation?" — Panel featuring Marie-Pierre Paquin, Rio Tinto Head of Science & Partnerships (Founders Stage) Wednesday 11 June: "Why the future depends on blurring the lines between Mining and ClimateTech" — Panel moderated by Pekka Santasalo, Rio Tinto Head of Growth & Ventures, with founders from three startups backed by Rio Tinto (Impact Stage) View source version on Contacts Please direct all enquiries to Media Relations, United Kingdom Matthew Klar M +44 7796 630 637David Outhwaite M +44 7787 597 493 Media Relations, Australia Matt Chambers M +61 433 525 739Michelle Lee M +61 458 609 322Rachel Pupazzoni M +61 438 875 469 Media Relations, Canada Simon Letendre M +1 514 796 4973Malika Cherry M +1 418 592 7293Vanessa Damha M +1 514 715 2152 Media Relations, US Jesse Riseborough M +1 202 394 9480 Rio Tinto plc 6 St James's SquareLondon SW1Y 4ADUnited KingdomT +44 20 7781 2000Registered in EnglandNo. 719885 Rio Tinto Limited Level 43, 120 Collins StreetMelbourne 3000AustraliaT +61 3 9283 3333Registered in AustraliaABN 96 004 458 404 Category: General
Business Wire
29 minutes ago
- Business Wire
Rio Tinto seeks innovative collaborators at London Tech Week
LONDON--(BUSINESS WIRE)--Rio Tinto is taking its innovation strategy directly to entrepreneurs, researchers and innovators at London Tech Week as it works to accelerate the breakthroughs needed to sustainably deliver the materials the world needs. The only mining company at London Tech Week, Rio Tinto will lead discussions on how to meet the soaring global demand for critical minerals, deliver materials at scale more sustainably, and harness innovation to deliver the technologies of tomorrow, from AI to electrification to renewables. Rio Tinto Chief Innovation Officer Dan Walker said: 'Innovation is in our DNA. For over 150 years, Rio Tinto has operated at the intersection of mining and technology, and there has never been a time when innovation is needed more. 'As the world faces increasingly complex challenges, from climate change and urbanisation to the energy transition and electrification, meeting the world's needs requires more materials, delivered faster, more sustainably, and with a lighter footprint at every step. 'These are deeply complex issues that no organisation can solve alone. We want to find the very best innovators and entrepreneurs to join our global network of startups, universities, tech leaders and governments to help turn bold ideas into real-world solutions.' Rio Tinto's expanding innovation ecosystem includes its Accelerator Program, run in partnership with early-stage investor Founders Factory, and its Ventures Fund, which support high-potential startups mining and sustainability. Last year, Rio Tinto also invested $150 million to launch the Rio Tinto Centre for Future Materials, in collaboration with five world-leading universities, to advance transformational research to accelerate progress towards net zero. Led by Imperial College London, the academic partners include The University of British Columbia, Vancouver; The University of California, Berkeley; The University of the Witwatersrand, Johannesburg; and The Australian National University, Canberra. Rio Tinto speaking sessions at London Tech Week 2025: Monday 9 June:"Unlocking tomorrow's tech: powering innovation that ensures the sustainable supply of the materials that matter' — Rio Tinto CEO Jakob Stausholm in conversation with Dan Walker, Chief Innovation Officer (Main Stage) Wednesday 11 June:"Creating the Future from Campus: Why Are University Spinouts So Important for Innovation?' — Panel featuring Marie-Pierre Paquin, Rio Tinto Head of Science & Partnerships (Founders Stage) Wednesday 11 June: "Why the future depends on blurring the lines between Mining and ClimateTech" — Panel moderated by Pekka Santasalo, Rio Tinto Head of Growth & Ventures, with founders from three startups backed by Rio Tinto (Impact Stage)
Yahoo
3 hours ago
- Yahoo
High Growth Tech Stocks To Watch In Europe June 2025
As the European markets experience a boost, with the STOXX Europe 600 Index climbing by 0.90% amid easing inflation and supportive monetary policy from the European Central Bank, investors are increasingly focusing on high-growth sectors such as technology. In this environment, identifying promising tech stocks involves looking for companies that can leverage favorable economic conditions and technological advancements to drive substantial growth. Name Revenue Growth Earnings Growth Growth Rating Intellego Technologies 30.80% 45.66% ★★★★★★ Archos 21.07% 36.58% ★★★★★★ KebNi 21.51% 66.96% ★★★★★★ Pharma Mar 29.61% 44.92% ★★★★★★ Bonesupport Holding 29.14% 56.14% ★★★★★★ argenx 21.50% 26.61% ★★★★★★ Skolon 31.51% 99.52% ★★★★★★ Xbrane Biopharma 24.95% 56.77% ★★★★★★ Diamyd Medical 86.29% 93.04% ★★★★★★ Elliptic Laboratories 36.33% 78.99% ★★★★★★ Click here to see the full list of 226 stocks from our European High Growth Tech and AI Stocks screener. Let's explore several standout options from the results in the screener. Simply Wall St Growth Rating: ★★★★★★ Overview: argenx SE is a commercial-stage biopharma company focused on developing therapies for autoimmune diseases across several countries including the United States, Japan, China, and the Netherlands, with a market cap of €31.52 billion. Operations: argenx focuses on developing therapies for autoimmune diseases, generating revenue primarily from its biotechnology segment, which reported $2.64 billion. The company's operations span multiple countries, including the United States, Japan, China, and the Netherlands. argenx SE has demonstrated remarkable growth with a surge in revenue to $807.37 million, doubling from the previous year's $412.51 million, alongside transitioning from a net loss to a substantial net income of $169.47 million. This financial turnaround is underscored by robust R&D commitments, crucial for sustaining innovation and competitiveness in the biotech landscape. The firm's recent CHMP nod for VYVGART® in CIDP treatment further highlights its strategic focus on expanding therapeutic applications, promising continued relevance and impact within the healthcare sector. Click here to discover the nuances of argenx with our detailed analytical health report. Understand argenx's track record by examining our Past report. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Believe S.A. is a company that offers digital music services to independent labels and local artists across various regions including France, Germany, the rest of Europe, the Americas, Asia, Oceania, and the Pacific with a market cap of approximately €1.72 billion. Operations: The company's revenue primarily comes from Premium Solutions, generating €924.24 million, while Automated Solutions contribute €64.59 million. Believe, a European tech entity, is navigating its path towards profitability with expected earnings growth of 96.9% annually. Despite current unprofitability, its revenue growth outpaces the French market's average at 13.4% per year compared to 5%. This growth trajectory is supported by strategic moves such as the proposed acquisition by TCMI Inc., EQT X, and Denis Ladegaillerie for a €57.9 million stake, enhancing financial stability and market presence. Moreover, Believe's commitment to R&D aligns with industry demands for continuous innovation, ensuring it remains competitive in the dynamic tech landscape. Get an in-depth perspective on Believe's performance by reading our health report here. Examine Believe's past performance report to understand how it has performed in the past. Simply Wall St Growth Rating: ★★★★★☆ Overview: Comet Holding AG, along with its subsidiaries, delivers X-ray and radio frequency (RF) power technology solutions globally across Europe, North America, and Asia, with a market capitalization of CHF1.79 billion. Operations: The company generates revenue through three main segments: X-Ray Systems (CHF115.89 million), Industrial X-Ray Modules (CHF94.57 million), and Plasma Control Technologies (CHF247.39 million). Comet Holding AG, a Swiss tech firm, is making notable strides with an earnings growth of 37.3% annually, significantly outpacing the local market's average of 10.7%. This robust performance is further underscored by its revenue increase of 12.2% per year, which also surpasses the Swiss market growth rate of 4.2%. Notably, Comet's commitment to innovation is evident in its R&D spending, crucial for maintaining technological leadership in a competitive sector. Recent corporate actions include electing Benjamin Loh as Chairman and approving a dividend increase to CHF 1.50 per share, signaling strong governance and shareholder confidence amidst a promising financial trajectory marked by first-quarter sales surging by 37.5% year-over-year to CHF 111.2 million. Take a closer look at Comet Holding's potential here in our health report. Assess Comet Holding's past performance with our detailed historical performance reports. Dive into all 226 of the European High Growth Tech and AI Stocks we have identified here. Shareholder in one or more of these companies? Ensure you're never caught off-guard by adding your portfolio in Simply Wall St for timely alerts on significant stock developments. Join a community of smart investors by using Simply Wall St. It's free and delivers expert-level analysis on worldwide markets. Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ENXTBR:ARGX ENXTPA:BLV and SWX:COTN. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
