An under-used, values-centered estate planning tool; Osaic snags major credit union client; tax tech as a differentiator

Ethical wills can be a crucial tool for estate planning: Legal documents like trusts and advance directives don’t allow clients to pass down wisdom and values alongside assets — unlike ethical wills, which can also be a valuable relationship-strengthening tool for financial advisors.

Osaic adds Navy Federal in big exit from LPL's incoming Atria crop: The the world's largest credit union has chosen Osaic as its primary outsourced wealth management firm —?a deal that was originally expected to go to LPL Financial after its acquisition of Atria Wealth Solutions.

Tax tech as a differentiator: Show Me Your Stack: Kyle Johnson, RICP? , owner and senior wealth advisor at Link Wealth Strategies, on his tech choices — including proprietary tax planning software —?to deliver holistic, tax-focused wealth management services.

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Reversing wirehouse exoduses, Morgan Stanley pulls $12B Stifel team: A high-producing trio has left Stifel to join Morgan Stanley's private wealth management unit, bucking the industry trend of advisors moving away from wirehouses.

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Wealth Think: Guarding ultrawealthy clients (and their networks) from identity theft: Thanks to their wide circle of support services and staff, ultrahigh net worth clients may be at higher risk of cybercrime or identity theft — here’s how to better protect them.?

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