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Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Business Wire

time3 hours ago

  • Business
  • Business Wire

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

PHOENIX--(BUSINESS WIRE)-- the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network ® ('Commonwealth') as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions as a core component of Commonwealth's broader effort to bring specialized planning services to advisors looking to attract and retain high-net-worth (HNW) clients through seamless, integrated estate planning as part of a comprehensive client experience. 'We continually seek innovative solutions that help our advisors get time back in their day while also becoming strategic partners for their clients, including HNW clients,' said Heather Zack, JD, director, high net worth, at Commonwealth. ' simplifies estate planning nuances with a modern, tech-enabled approach. This partnership enables our advisors to grow, scale and deepen relationships by delivering a full spectrum of wealth management solutions to their clients.' platform includes powerful tools such as Ester ™, an AI-powered legal assistant that automates document review and generates client-ready summaries. For Commonwealth advisors, these innovations can translate into time savings, deeper planning insights and the ability to deliver more proactive, personalized estate guidance. Advisors gain the ability to seamlessly incorporate estate planning into their broader wealth management process, with the opportunity to strengthen client relationships, improve retention across generations and drive growth at scale. By introducing into its suite of planning services, Commonwealth is equipping advisors with tools that simplify the estate planning process, transforming what was once a complex and static task into an accessible, ongoing part of a client's financial life. 'We're honored to be named Commonwealth's estate planning partner,' said Tim White, co-founder and chief growth officer at 'This partnership reflects not only the strength of our platform, but also the shift taking place across the industry. Scalable, modern estate planning solutions are in demand, and Commonwealth is enabling their advisors to meet the evolving needs of their clients.' Additional onboarding resources and training sessions will be made available to Commonwealth advisors in the coming months to support implementation and engagement. To learn more about advanced, end-to-end estate planning platform, please visit About Commonwealth Financial Network® Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth '#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row.' Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion* in assets nationwide by visiting Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit for more details. About 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, helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, was honored by 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.

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Yahoo

time3 hours ago

  • Business
  • Yahoo

Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors

Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management PHOENIX, June 03, 2025--(BUSINESS WIRE)-- the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® ("Commonwealth") as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions as a core component of Commonwealth's broader effort to bring specialized planning services to advisors looking to attract and retain high-net-worth (HNW) clients through seamless, integrated estate planning as part of a comprehensive client experience. "We continually seek innovative solutions that help our advisors get time back in their day while also becoming strategic partners for their clients, including HNW clients," said Heather Zack, JD, director, high net worth, at Commonwealth. " simplifies estate planning nuances with a modern, tech-enabled approach. This partnership enables our advisors to grow, scale and deepen relationships by delivering a full spectrum of wealth management solutions to their clients." platform includes powerful tools such as Ester™, an AI-powered legal assistant that automates document review and generates client-ready summaries. For Commonwealth advisors, these innovations can translate into time savings, deeper planning insights and the ability to deliver more proactive, personalized estate guidance. Advisors gain the ability to seamlessly incorporate estate planning into their broader wealth management process, with the opportunity to strengthen client relationships, improve retention across generations and drive growth at scale. By introducing into its suite of planning services, Commonwealth is equipping advisors with tools that simplify the estate planning process, transforming what was once a complex and static task into an accessible, ongoing part of a client's financial life. "We're honored to be named Commonwealth's estate planning partner," said Tim White, co-founder and chief growth officer at "This partnership reflects not only the strength of our platform, but also the shift taking place across the industry. Scalable, modern estate planning solutions are in demand, and Commonwealth is enabling their advisors to meet the evolving needs of their clients." Additional onboarding resources and training sessions will be made available to Commonwealth advisors in the coming months to support implementation and engagement. To learn more about advanced, end-to-end estate planning platform, please visit About Commonwealth Financial Network® Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides financial advisors with holistic, integrated solutions that support business evolution, growth acceleration, and operational efficiency. J.D. Power ranks Commonwealth "#1 in Independent Advisor Satisfaction Among Financial Investment Firms, 11 Times in a Row." Founded in 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California, and an operations hub in Blue Ash, Ohio. Learn more about how Commonwealth partners with approximately 2,345 independent financial advisors overseeing more than $344 billion* in assets nationwide by visiting Commonwealth received the highest score among independent advisors in the J.D. Power 2010, 2012, 2013, 2014, and 2018‒2024 U.S. Financial Advisor Satisfaction Studies. Presented on July 10, 2024, for January to May of 2024, it is based on responses from 4,072 advisors employed by or affiliated with the firms included in the study. Not indicative of the firm's future performance. Your experience may vary. Study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. Visit for more details. * As of 12/31/2024 About 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, helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked as the #1 estate planning platform in the 2024 T3/Inside Information Advisor Software Survey. In 2024, was honored by 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. View source version on Contacts MEDIA CONTACT: StreetCred PRwealth@ Hannah Dixon317-590-0915Hannah@ Rob Farmer415-377-3293Rob@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Piecing together the puzzle of motorsport from afar
Piecing together the puzzle of motorsport from afar

Otago Daily Times

time4 days ago

  • Automotive
  • Otago Daily Times

Piecing together the puzzle of motorsport from afar

Elite Race Engineering founder Tim White helps high-end motor-racing teams from around the world improve their performance, all from his office in Cromwell. PHOTO: ELLA JENKINS In the the high-stakes world of endurance motorsport, where every millisecond counts, Tim White is breaking new ground from an unlikely location. Based in the quiet town of Cromwell, Mr White has become a pivotal figure in Ferrari's GT programmes, harnessing advanced remote engineering to deliver world-class performance on the global stage. As founder of Elite Race Engineering, the mechanical expert offers cutting-edge advice to racing teams and car and tyre manufacturers alike about how to get the best performance out of their cars or tyres, proving that innovation and precision know no geographic limits. A love of pulling things apart and seeing how they work as well as a mechanical apprenticeship got Mr White interested in mechanical engineering. In 2013, he graduated from the University of Canterbury with his undergraduate, and in 2016 achieved his master's. Mr White founded Elite Race Engineering at the Highlands Motorsport Park in 2022, having developed a desire to stay in Central Otago after working in Queenstown. With the opening of the workshop in Cromwell, Mr White has also diversified his work into performance consulting, the maintenance, preparation and race support. Mr White's consulting work involves solving problems regarding performance with often incomplete data. "We have literal objective logged data, squiggly lines, dots and data points, which is relatively speaking clean, but pulling that out has a certain perspective, a certain amount of information it can give you — but that's only part of the picture." The data available only painted part of the picture, Mr White said. The other pieces of the puzzle were driver feedback, on-board video and team dynamics. "You are always working with incomplete information, so like the real skill of the job is it's not just a purely technical endeavour. "I mean it is very technical, but it's like being good with people and being able to pull all kinds of synthesised, lots of really different types of information to get the result, which is high performance or winning races or whatever it is at the end of it." He was proud to be representing New Zealand at a high level in motorsport. "I'm proud to like be a Kiwi doing really high-end engineering and honestly some of the coolest racing championships in the world."

Newsmakers 5/23/2025: Reporters' roundtable
Newsmakers 5/23/2025: Reporters' roundtable

Yahoo

time23-05-2025

  • Politics
  • Yahoo

Newsmakers 5/23/2025: Reporters' roundtable

EAST PROVIDENCE, R.I. (WPRI) — This week on Newsmakers: Tim White and Ted Nesi are joined by Target 12's Eli Sherman and Alexandra Leslie to break down the week in the news, including flag and budget controversies at Providence City Hall, the U.S. House reconciliation bill, next year's World Cup and more. Prefer your Newsmakers on the go?Subscribe to our podcast!Apple | Spotify Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

BREAKING BARRIERS: HOW TIM WHITE IS REDEFINING INTERNATIONAL RACE ENGINEERING FROM NEW ZEALAND
BREAKING BARRIERS: HOW TIM WHITE IS REDEFINING INTERNATIONAL RACE ENGINEERING FROM NEW ZEALAND

Yahoo

time14-05-2025

  • Automotive
  • Yahoo

BREAKING BARRIERS: HOW TIM WHITE IS REDEFINING INTERNATIONAL RACE ENGINEERING FROM NEW ZEALAND

CROMWELL, New Zealand, May 14, 2025 /PRNewswire/ -- In a sport where split-second decisions define success, Tim White is proving that world-class race engineering knows no borders. Operating from a small New Zealand town, White has established himself as a leading figure in Ferrari's GT programs, leveraging cutting-edge remote engineering techniques to optimize performance in global endurance racing. Founder of Elite Race Engineering, White serves as a Performance and Simulation Engineer, where he develops advanced modeling techniques and refines real-time data processing to enhance on-track performance. His use of innovative sensors, aerodynamic tuning, and sophisticated simulation tools has strengthened the team's technical capabilities, making him a key player in Ferrari's GT3 programs. Working remotely with Orlando-based Ferrari racing team Triarsi Competizione, White integrates advanced modeling, sensor technology, and data-driven insights to refine the Ferrari 296 GT3. Despite being based in New Zealand, his ability to analyze massive amounts of real-time race data and communicate findings instantly has made him an invaluable asset to teams in IMSA WeatherTech SportsCar Championship and GT World Challenge Asia. "Motorsport has always been seen as a hands-on, in-person industry, but technology is changing that," says White. "From New Zealand, I can help optimize race cars competing on the other side of the world in real-time. Distance isn't a limitation— it's just another problem to engineer a solution for." White's journey began with an automotive mechanics apprenticeship, where he built and maintained race cars for circuit, rally, and hill climb competitions. A pivotal piece of advice from a Kiwi Formula 1 veteran led him to pursue a mechanical engineering degree, despite having no academic record from school. After years of perseverance, he earned a First-Class Honours degree and secured direct entry into a PhD program before pivoting back to motorsport. His expertise in vehicle dynamics, simulation, and tire modeling took him around the world—working in IMSA, WEC, BTCC, and V8 Supercars, as well as developing software for race strategy and data management. When the COVID-19 pandemic halted racing, White turned to education, writing and presenting online courses on data analysis and race engineering before launching his own consulting business. With IMSA's 2025 torque sensor regulations set to revolutionize its GTD-class racing, White's expertise in powertrain performance and data analysis ensures that Ferrari remains ahead of the curve. His journey—from building homegrown race cars to shaping the future of GT engineering—proves that innovation isn't about location, but vision. View original content: SOURCE Elite Race Engineering Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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