<rss version='2.0'><channel><title>Wealthtender | Feed </title><link>https://wealthtender.com</link><description>Find Trusted Financial Advisors</description><language>en-us</language>

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	<pubDate>Wed, 19 Aug 2026 22:45:03 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-foundation-blended-couple/</guid>
	<title>The Financial Foundation Every Blended Couple Needs in Year One</title>
	<link>https://wealthtender.com/insights/financial-foundation-blended-couple/</link>
	<description><![CDATA[Most newly blended couples handle the logistics fast. You open a joint account, or you don&#8217;t. You decide who covers the mortgage and who covers the groceries. Within a few weeks, the financial side of the marriage feels settled. Those decisions are mechanical, and mechanics are the easy part. The harder work is figuring out [&hellip;]]]></description>
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	<pubDate>Wed, 19 Aug 2026 22:38:43 +0000</pubDate>
	<guid>https://wealthtender.com/insights/inherited-ira/</guid>
	<title>The Planning Opportunities Many Families Miss With an Inherited IRA</title>
	<link>https://wealthtender.com/insights/inherited-ira/</link>
	<description><![CDATA[As Baby Boomers begin passing more of their wealth to the next generation, inherited IRAs are becoming increasingly common. Unlike previous generations, many boomers built much of their retirement wealth through 401(k)s and IRAs rather than relying primarily on traditional pensions. Those retirement accounts are now becoming part of the largest intergenerational wealth transfer in [&hellip;]]]></description>
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	<pubDate>Wed, 19 Aug 2026 21:51:38 +0000</pubDate>
	<guid>https://wealthtender.com/local/va/vienna-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Vienna Virginia?</title>
	<link>https://wealthtender.com/local/va/vienna-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Vienna, Virginia in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived in [&hellip;]]]></description>
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	<pubDate>Tue, 18 Aug 2026 13:36:18 +0000</pubDate>
	<guid>https://wealthtender.com/insights/fisher-investments-time-tested-investment-approach/</guid>
	<title>Fisher Investments’ Time-Tested Investment Approach</title>
	<link>https://wealthtender.com/insights/fisher-investments-time-tested-investment-approach/</link>
	<description><![CDATA[Firm Insights &middot; Guest Contribution Written and provided by Fisher Investments The days of having to rely on cookie-cutter investment strategies are over. With Fisher Investments, you can have an investment plan tailored to your unique needs, along with top-tier client service. In this article, you will learn more about our approach to portfolio management, [&hellip;]]]></description>
		<enclosure url="https://wealthtender.com/wp-content/uploads/2026/08/Fisher-Cover-Image.png" length="310836" type="image/png" />	</item>	
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	<pubDate>Tue, 11 Aug 2026 21:44:40 +0000</pubDate>
	<guid>https://wealthtender.com/iid/the-evolution-of-investtech-for-wealth-managers/</guid>
	<title>The Evolution of InvestTech for Wealth Managers</title>
	<link>https://wealthtender.com/iid/the-evolution-of-investtech-for-wealth-managers/</link>
	<description><![CDATA[[“InvestTech” has been an emerging, informal sub-category within FinTech, used to describe technology applied to the investment management process — research, portfolio construction, trading, risk, and analytics. Unlike its better-defined siblings — RegTech, WealthTech, and InsurTech — the term still isn’t an industry standard. That is beginning to change as the investment-technology arena draws more [&hellip;]]]></description>
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	<pubDate>Tue, 11 Aug 2026 06:40:59 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-florida-retirement-system-pension-plan-frs-employees/</guid>
	<title>Find Financial Advisors for Florida Retirement System Pension Plan (FRS) Members: Q&#038;A Insights from the Experts</title>
	<link>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-florida-retirement-system-pension-plan-frs-employees/</link>
	<description><![CDATA[Are You a Member of the Florida Retirement System Pension Plan (FRS)? Get expert insights from financial advisors who specialize in helping Florida Retirement System Pension Plan (FRS) members make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with Florida Retirement System Pension Plan (FRS) members? [&hellip;]]]></description>
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	<pubDate>Sat, 08 Aug 2026 19:53:06 +0000</pubDate>
	<guid>https://wealthtender.com/local/sc/bluffton-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Bluffton, South Carolina?</title>
	<link>https://wealthtender.com/local/sc/bluffton-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Bluffton, South Carolina in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived [&hellip;]]]></description>
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	<pubDate>Tue, 04 Aug 2026 10:35:52 +0000</pubDate>
	<guid>https://wealthtender.com/local/ca/san-ramon-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in San Ramon, California?</title>
	<link>https://wealthtender.com/local/ca/san-ramon-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of San Ramon, California in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived [&hellip;]]]></description>
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	<pubDate>Mon, 03 Aug 2026 15:40:39 +0000</pubDate>
	<guid>https://wealthtender.com/iid/the-strategic-role-of-cloud-services-in-ai-deployment/</guid>
	<title>The Strategic Role of Cloud Services in AI Deployment</title>
	<link>https://wealthtender.com/iid/the-strategic-role-of-cloud-services-in-ai-deployment/</link>
	<description><![CDATA[[It is important to recognize that there is a triumvirate of emerging technologies at play in financial services – AI, data management, and the cloud. Developing strategic firm applications with these forces requires purposeful design and careful integration to reach desired goals. Cloud services platforms, for instance, can do far more than just support infrastructure. [&hellip;]]]></description>
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	<pubDate>Sun, 26 Jul 2026 21:10:16 +0000</pubDate>
	<guid>https://wealthtender.com/iid/a-strategic-view-on-marketing-etfs/</guid>
	<title>A Strategic View on Marketing ETFs</title>
	<link>https://wealthtender.com/iid/a-strategic-view-on-marketing-etfs/</link>
	<description><![CDATA[[The birth of a new ETF is an incredibly exciting time for asset managers but also a treacherous endeavor if strategic planning around the launch is not fully thought-out, developed, and implemented. For many managers, enthusiasm can lead to an optimistic “if we build it, they will come” mindset; a focus on the actual launch [&hellip;]]]></description>
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	<pubDate>Sun, 26 Jul 2026 21:05:20 +0000</pubDate>
	<guid>https://wealthtender.com/insights/divorce-in-your-40s-and-early-50s-the-financial-checklist-nobody-gives-you/</guid>
	<title>Divorce in Your 40s and Early 50s: The Financial Checklist Nobody Gives You</title>
	<link>https://wealthtender.com/insights/divorce-in-your-40s-and-early-50s-the-financial-checklist-nobody-gives-you/</link>
	<description><![CDATA[Divorce in your 40s and early 50s occupies a specific financial territory that does not get discussed enough. You are not in your 30s, when the asset base is smaller and the runway to rebuild is long. And you are not in your late 50s or 60s, where the gray divorce conversation addresses concentrated retirement [&hellip;]]]></description>
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	<pubDate>Sun, 26 Jul 2026 01:04:41 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-california-public-employees-calpers-employees/</guid>
	<title>Find Financial Advisors for California Public Employees (CalPERS) Members: Q&#038;A Insights from the Experts</title>
	<link>https://wealthtender.com/insights/financial-planning/employer/financial-advisor-for-california-public-employees-calpers-employees/</link>
	<description><![CDATA[Do you work at California Public Employees (CalPERS)? Get expert insights from financial advisors who specialize in helping California Public Employees (CalPERS) members make the most of their compensation package and benefits. Looking for a financial advisor who specializes in working with California Public Employees (CalPERS) members? You’re in the right place. Below, you’ll find [&hellip;]]]></description>
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	<pubDate>Fri, 24 Jul 2026 11:55:24 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/pfics-explained/</guid>
	<title>PFICs Explained: Everything You Need to Know</title>
	<link>https://wealthtender.com/insights/investing/pfics-explained/</link>
	<description><![CDATA[Got PFIC’s in your overseas portfolio? This one is for you. In this post, I’ll discuss the passive foreign investment company (PFIC). I’ll address the origin (briefly), the taxation, and how you can tell if there is a PFIC lurking in your overseas accounts or not. I’ll conclude with how to think about them if [&hellip;]]]></description>
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	<pubDate>Wed, 22 Jul 2026 20:06:11 +0000</pubDate>
	<guid>https://wealthtender.com/local/nj/shrewsbury-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Shrewsbury, New Jersey?</title>
	<link>https://wealthtender.com/local/nj/shrewsbury-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Shrewsbury, New Jersey in the only local directory featuring 5-Star Certified Advisor Review™ recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived [&hellip;]]]></description>
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	<pubDate>Wed, 22 Jul 2026 00:18:45 +0000</pubDate>
	<guid>https://wealthtender.com/advisors/marketing/understanding-wealthtender-vs-traditional-lead-gen/</guid>
	<title>Is Wealthtender Worth It for Financial Advisors? An Honest Guide to What It Is, What It Isn&#8217;t, and What to Expect</title>
	<link>https://wealthtender.com/advisors/marketing/understanding-wealthtender-vs-traditional-lead-gen/</link>
	<description><![CDATA[Whether you&#8217;re a financial advisor who recently joined Wealthtender and wondering what to expect, a seasoned advisor looking to make the most of your Wealthtender experience, or simply trying to understand how Wealthtender&#8217;s digital marketing benefits differ from traditional lead generation, this guide covers all of it. Honestly, with data, and without the sales pitch&#8230; [&hellip;]]]></description>
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	<pubDate>Mon, 20 Jul 2026 03:37:03 +0000</pubDate>
	<guid>https://wealthtender.com/local/sc/spartanburg-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Spartanburg, South Carolina?</title>
	<link>https://wealthtender.com/local/sc/spartanburg-financial-advisors/</link>
	<description><![CDATA[Find financial advisors in Spartanburg, South Carolina ready to help with your financial planning needs so you can enjoy life more with less money stress. Whether you have lived in Spartanburg for years or recently moved to town, you may need help finding the right financial advisor in the community best suited for your individual [&hellip;]]]></description>
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	<pubDate>Sun, 19 Jul 2026 19:31:04 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/how-high-earners-can-keep-more-with-tax-aware-investing/</guid>
	<title>How High Earners Can Keep More with Tax-Aware Investing</title>
	<link>https://wealthtender.com/insights/investing/how-high-earners-can-keep-more-with-tax-aware-investing/</link>
	<description><![CDATA[I recently attended the Basis Northwest Conference in Seattle, which centered around tax-aware investments and how the landscape is changing. About 30 years ago, ETFs were the hot new thing. But as wealth continues growing and incomes rise, they’re not enough to meet the demands of high-net-worth investors. More often, clients are coming to me [&hellip;]]]></description>
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	<pubDate>Sun, 19 Jul 2026 19:23:27 +0000</pubDate>
	<guid>https://wealthtender.com/insights/investing/how-high-earners-hold-a-hot-ipo/</guid>
	<title>How High Earners Hold a Hot IPO</title>
	<link>https://wealthtender.com/insights/investing/how-high-earners-hold-a-hot-ipo/</link>
	<description><![CDATA[IPOs and the excitement surrounding them tend to bring out investors’ emotional biases. Fear of missing out on big potential gains, excitement over the “hot stock” everyone’s talking about, or the optimistic belief that a company’s recent growth means more is coming—these can all influence an investor’s decision-making process. When a well-known company finally goes [&hellip;]]]></description>
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	<pubDate>Sun, 19 Jul 2026 18:56:27 +0000</pubDate>
	<guid>https://wealthtender.com/local/co/aspen-financial-advisors/</guid>
	<title>Looking for a Trusted Financial Advisor in Aspen, Colorado?</title>
	<link>https://wealthtender.com/local/co/aspen-financial-advisors/</link>
	<description><![CDATA[Discover financial advisors trusted by residents of Aspen, Colorado in the only local directory featuring 5-Star Certified Advisor Review™&nbsp;recipients and Wealthtender Voice of the Client Award™ winners—recognition earned for exceptional client feedback. Compare fiduciary, fee-only advisors, CFP® professionals, and specialists to find the right fit for your unique financial needs. Whether you have lived in [&hellip;]]]></description>
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	<pubDate>Tue, 14 Jul 2026 02:29:11 +0000</pubDate>
	<guid>https://wealthtender.com/insights/financial-planning-for-a-childs-college-how-to-start-without-the-stress/</guid>
	<title>Financial Planning for a Child&#8217;s College: How to Start Without the Stress</title>
	<link>https://wealthtender.com/insights/financial-planning-for-a-childs-college-how-to-start-without-the-stress/</link>
	<description><![CDATA[So I get some version of this question in almost every meeting with parents. &#8220;How do we even start financial planning for a child&#8217;s college?&#8221; And honestly, it usually comes with a little bit of tension in the voice, because college costs feel like this enormous, moving target. Keep in mind, though, that this is [&hellip;]]]></description>
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