Latest news with #Wealth.com's
Business Wire
6 days 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.
Yahoo
6 days 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
Yahoo
20-05-2025
- Business
- Yahoo
Wealth.com Announces Inaugural Estate Planning Conference
First-of-its-kind event to feature marquee speakers, more than 15 hours of programming designed to elevate education and community in wealth management industry PHOENIX, May 20, 2025--(BUSINESS WIRE)-- 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, 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, 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 "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 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, 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 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 To learn more about advanced, end-to-end estate planning platform, please visit 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 PR wealth@ Audrey Love865-253-6082Audrey@ 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
Business Wire
20-05-2025
- Business
- Business Wire
Wealth.com Announces Inaugural Estate Planning Conference
PHOENIX--(BUSINESS WIRE)-- 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, 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, 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 '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 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, 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 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 To learn more about advanced, end-to-end estate planning platform, please visit 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.
Business Wire
06-05-2025
- Business
- Business Wire
OneDigital Selects Wealth.com as the Exclusive Estate Planning Partner for Its Advisors
PHOENIX--(BUSINESS WIRE)-- the leading digital estate planning platform for financial advisors, today announced it has been selected as the exclusive estate planning solution for OneDigital, a national strategic advisory firm providing insurance, wealth management and employee benefit services to small and mid-sized businesses. The collaboration provides OneDigital advisors with access to personalized estate planning solutions, enabling them to offer more comprehensive financial planning to their clients. With OneDigital advisors can quickly provide access to estate planning documents at a fraction of the cost associated with external attorney services. 'Estate planning is an important but often overlooked part of comprehensive financial plans as well as overall health and wellness,' said Gretchen Hilton, wealth field success manager at OneDigital. 'We needed a solution that our advisors could easily incorporate into their existing workflows without additional complexity and expense. allows us to provide a more accessible, affordable and personalized approach to accessing estate planning services that meets the needs of today's clients.' OneDigital's advisors can now invite clients to create, manage and update estate planning documents directly through the platform, powered by Ester™ AI —the first and most advanced AI agent purpose-built for estate planning. In the last 12 months alone, Ester has analyzed over 4.5 million unique data points to surface key insights and streamline the estate planning process. Clients benefit from intuitive visualizations and a clearer understanding of how their estate strategies align with their broader financial goals. This collaboration also lays the foundation for OneDigital to make estate planning services a core, integrated offering across its platform—meeting the growing demand to connect estate plans with insurance and employee benefits. 'OneDigital is equipping its advisors with best-in-class technology to better serve the evolving needs of their clients," said Tim White, co-founder and chief growth officer at 'Estate planning has traditionally been out of reach for many—overly complex, expensive and siloed. We've built a modern, accessible solution that makes estate planning a natural extension of financial advice. With OneDigital's scale and advisor relationships, we're excited to bring that experience to more families across the country.' Currently, more than 60 percent of Americans do not have a will in place. For many, the cost of traditional legal services has been a significant barrier to creating comprehensive estate plans. The collaboration with OneDigital will make estate planning more accessible to a broader range of clients, addressing the growing demand for cost-effective solutions. 'As advisors and advocates, we're always looking for ways to enhance the value we deliver to clients,' said Andrew Jefferys, national vice president of wealth management solutions at OneDigital. ' gives us the ability to integrate estate planning services into the broader financial picture, reinforcing our role as collaborative partners and supporting our clients' goals—today and in the future.' modern platform helps advisors address every step of their clients' estate planning journeys, while providing full coverage across all U.S. jurisdictions. Since its inception in 2021, has achieved rapid growth, further accelerated by a $30 million Series A round last year. It now serves as the preferred estate planning platform for more than 1,000 wealth management firms. To learn more about advanced, end-to-end estate planning platform, please visit 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. About OneDigital OneDigital's team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. The insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for its culture of caring, OneDigital's teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on OneDigital's teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit
