Advisor friendly trust company top choice – Wealth Advisors Trust

The independent journalists at The Wealth Advisor, the voice of the financial advisor community, has selected Wealth Advisors Trust as one of their top choices for an advisor friendly trust company in 2019.

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Definitive Guide to Directed Trusts

Most financial advisors, and clients are well aware of what directed trusts can do for them (e.g. provide flexibility on management of trust assets).  There is allot of ‘noise’ about directed trusts and explaining the hows, whys, why nots etc. is important for all to be educated about.

The critical thing to keep in mind is that the trust industry is undergoing a quiet revolution that has wrested control of trust accounts away from traditional trustees—primarily in the banks and other large institutions—and back into the hands of independent trust companies, advisors and most importantly clients.

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Advisor vs Adviser – Google Ranks One Higher

Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors.

“Pretty sure its ER”

“It says OR in the company name, it’s OR”

“Google says its ER”

panic

This led to several more searches and our marketing team asking more questions. But, we got an answer: 

Technically, Advisor vs Adviser means the same thing when describing financial services. 

Regulators use the term Adviser to describe the process of providing investment advice.  Comparatively, we view the term Advisor talking about the general description of financial advisors. Which made us think,  could this make a difference in your marketing?

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Delegated vs Directed trusts – Changing a trustee

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Texas vs. South Dakota: Who has better trust law?

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