Ari Brojde

Oct 31, 2024 | rethinking65.com | Ari Brojde

When my grandmother passed away, she left us a simple estate. Yet even as a trained financial advisor, I was surprised by how complex the administration process was. Estate executors are tasked with managing the deceased’s estate, which includes notifying beneficiaries, settling debts, and distributing assets according to the will. This role is both a legal obligation and a fiduciary duty, requiring careful attention to detail and considerable time.

Jul 25, 2024 | thinkadvisor.com | Ari Brojde |Allison Bell

Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary July 25, 2024 at 02:20 AM Share & Print What You Need to Know Many people start to suffer from...

Jun 26, 2024 | accountingtoday.com | Courtney Hoff Dockerty |Seth Catalli |Ari Brojde |Chris Gaetano

Enjoy complimentary access to top ideas and insights — selected by our editors. Artificial intelligence continues to tighten its grip on the way we engage with information both at home and at work, and the accounting profession is no exception. Despite fears about the ultimate impact on job security, accountants are finding new ways to embrace generative AI tools and machine learning to streamline their workloads.

May 3, 2024 | accountingtoday.com | Ari Brojde

The $129 trillion wealth transfer from baby boomers to their heirs presents an unprecedented opportunity for accounting professionals. Accountants are at a unique juncture where the convergence of a massive redistribution of wealth and rapid technological advancements can redefine their roles and impact. Traditionally, estate accounting has involved dealing with complex and rigorous documentation, meeting compliance requirements, and managing detailed day-to-day financial transactions.

Dec 4, 2023 | wealthmanagement.com | Ari Brojde

Baby boomers are expected to facilitate the greatest wealth transfer in American history over the next 25 years. Once estimated to be $72 trillion, the mass distribution of personal assets is now projected to reach $129 trillion. For financial advisors, the significant accumulation of wealth by their boomer clients is a double-edged sword. On the one hand, it’s gratifying and shows the impact of their hard work and commitment to growing their client’s nest eggs.