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Wealth.com and IAA Partner to Enhance Estate Planning for Advisors
Slice of Finance Team
28 Oct
Key Highlights:
Wealth.com and Independent Advisor Alliance (IAA) partner to provide top-tier estate planning technology.
Access to digital resources for 225 advisors across 27 states, enhancing estate planning capabilities.
IAA’s advisors gain tools for holistic financial planning with Wealth.com’s Family Office Suite™ for high-net-worth clients.
$18 billion in assets under supervision solidify IAA's growth and commitment to advisor success.
Source: Business Wire
Notable Quotes:
“We are always innovating on behalf of our advisors. Keeping our finger on the pulse of the industry and providing solutions to meet their expectations is part of why independent advisors choose to work with us."
“This partnership offers a solution IAA advisors can easily adapt, customize and deliver to address their clients’ estate planning needs.”
Our Take:
The strategic collaboration between Wealth.com and IAA highlights a growing trend in wealth management: the increasing integration of sophisticated digital solutions to meet evolving estate planning demands. With Wealth.com’s end-to-end estate planning tools, IAA advisors are well-equipped to serve a diverse range of clients, including high-net-worth individuals, providing a significant competitive advantage. As estate planning solidifies as a cornerstone of wealth management, partnerships like this not only expand advisors' offerings but also empower them to scale efficiently and deepen client relationships in an increasingly complex financial landscape.