New rent displays dedication to fostering neighborhood within the monetary advisory and RIA house, making certain a collaborative and inclusive atmosphere for stakeholders
PHOENIX, July 12, 2023–(BUSINESS WIRE)–Wealth.com, the trade’s main property planning platform, right this moment introduced the appointment of Thomas Kopelman as Head of Neighborhood. On this newly created function, Kopelman will proactively interface with the corporate’s major viewers, which contains monetary advisors and registered funding advisers (RIAs), forging robust connections with these vital stakeholders. His appointment underscores Wealth.com’s deep dedication to repeatedly innovating and creating worth for the wealth administration neighborhood.
At the moment, Kopelman is the co-founder and monetary planner at AllStreet Wealth, a digital, fee-only monetary planning and funding administration agency for millennials. He has been acknowledged as a High 100 Monetary Advisor by Investopedia in 2022 and 2023, a 2023 Younger Advisor to Watch by Monetary Advisor Journal, and a High 23 Millennial Monetary Advisor by Enterprise Insider. Kopelman is the host of The Lengthy Sport podcast and is often invited to talk at wealth administration trade conferences. As well as, he has been featured in varied publications comparable to Kitces.com, Fortune, and Barron’s.
“For manner too lengthy, the monetary companies trade has ignored youthful generations, notably in terms of property planning,” mentioned Kopelman. “On the core of my work with advisors is a want to create an atmosphere the place they really feel seen, identified, and deeply engaged in Wealth.com’s transformative mission: to modernize property planning by means of progressive know-how.”
In his capability as Head of Neighborhood, Kopelman will function the bridge between the property planning wants and desires of the monetary advisory neighborhood and the options that Wealth.com builds to assist meet them. Kopelman may also function the co-host of Wealth.com’s upcoming podcast, “The Sensible Planner,” alongside Anne Rhodes, chief authorized officer at Wealth.com. That includes conversations with a variety of consultants, together with distinguished attorneys and monetary advisors, the podcast will give attention to delivering beneficial methods and insights for efficient property planning. It goals to empower advisors with the requisite data and instruments to assist shoppers defend and protect their legacies.
“We’re thrilled to have Thomas be a part of our group and lead our neighborhood initiatives,” added Tim White, co-founder and chief partnership officer at Wealth.com. “By focusing solely on the wants of the advisor neighborhood, our group has been in a position to forge lasting partnerships with custodians, broker-dealers, unbiased RIAs and wirehouses alike. Thomas’ experience and keenness will undoubtedly play a big function in nurturing a vibrant and engaged advisor neighborhood at Wealth.com.”
This announcement comes on the heels of Wealth.com’s latest launch of Ester™, a first-of-its-kind synthetic intelligence (AI) authorized assistant that allows monetary advisors to make high-quality property planning extra accessible, price efficient and scalable. The onboarding of key personnel comparable to Kopelman will increase Wealth.com’s efforts to interrupt down limitations in property planning and supply a dynamic ecosystem that grows alongside its members. As well as, the agency goals to eradicate the complexity and confusion related to outdated alternate options.
To be taught extra about Wealth.com’s choices, please e-mail gross firstname.lastname@example.org.
Wealth.com is the trade’s main property planning platform. It empowers monetary advisors to offer a contemporary, complete and complex property planning resolution to their shoppers. Wealth.com’s in-house belief and property attorneys designed and preserve the platform to ship the authorized rigor and high quality that’s anticipated from high companies. All simply accessed by each advisor and consumer in a collaborative digital ecosystem. Wealth.com is optimized for, and accessible in, all 50 U.S. states and D.C.
View supply model on businesswire.com: https://www.businesswire.com/information/house/20230712159883/en/