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Building the $50 Million Team

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The Diamond Podcast for Financial Advisors: Why A Next Gen Merrill Advisor Joined His $1B Breakaway Colleagues

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Behavioral Finance and its Connection to Financial Advice

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$25B Evoke Advisors Acquires Multi-Family Office Crescent Bay Advisors

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UBS Ultimately Wants to Buy a US Wealth Manager, Kelleher Says

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David H. Lenok

Senior Editor

David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.

David’s Recent activity

FreeWill Launches Estate Planning Platform Estately

Oct 29, 2024

Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Trust & Will Does What it Says on the Box

Oct 10, 2024

The estate-planning platform currently boasts over 13,000 advisors.

Celebrity Estates: Shannen Doherty and the Importance of Timely Planning

Oct 07, 2024

The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.

Wealth.com Scores $30M in Series A Funding

Sep 16, 2024

GV (formerly Google Ventures) led the funding round alongside Citi Ventures, Outpost Ventures, 53 Stations and Firebolt Ventures.

Daffy Launches Custom Portfolios

Jul 30, 2024

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

Steve Lockshin's Vanilla Relaunches Vanilla Academy

Jul 29, 2024

The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.

Celebrity Estates: Simon Cowell and Disinheritance in Estate Planning

Jul 22, 2024

Why Simon Cowell is leaving none of his estimated $600 million estate to his son.

The Great Wealth Treadmill

Jul 11, 2024

What is horizontal wealth transfer?

EncorEstate Brings a 'Human Touch' to Estate Tech

Jun 25, 2024

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.

Wealth.com Launches Family Office Suite

Jun 21, 2024

The platform is specifically tailored to meet the needs of firms that service high- and ultra-high-net-worth clients.

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