The latest news in investment offerings, financial products and other services relative to wealth advisors and their clients.

Wealth.com, Farther
Wealth.com, the US estate planning platform, has won a deal to make its offerings available to Farther, a firm serving high net worth individuals. 

“Just as retirement planning has become part of the financial planning process, we aspire to establish the same for estate planning,” Taylor Matthews, CEO and co-founder of Farther, said.

“After an exhaustive search, we have concluded that wealth.com’s robust and intuitive solution will serve as the catalyst that encourages our clients to take that step in securing their financial legacy.”  

More than half (54 per cent) of the wealthiest US citizens lack an estate plan, often because they procrastinate about the task, Wealth.com said, citing an estate planning study.