Let’s make this clear: The investment-only advisor is going the way of the dinosaur. The financial planning-centric financial advisor will be treated like a celebrity by their clients and by supporting vendors (e.g., friendly trustees). Allowing for a growing financial advisor practice.
When it comes to describing trust administration, most people wouldn’t say what they do is “fun” or “disruptive.” But Wealth Advisors Trust Company does. And that’s a bi...
[Side note: Term paper submitted by Christopher Holtby for his Harvard 2022 Spring semester class.]