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Ben Henry-Moreland on Muck Rack

Ben Henry-Moreland

Minneapolis
As seen in: Nerd's Eye View, The Street, Accounting Today, InvestmentNews, Financial Planning
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Articles

How Sec. 530A “Trump Accounts” Impact Intergenerational Giving Decisions

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By Ben Henry-Moreland
| Nerd's Eye View
Executive Summary We often tend to think of giving from one generation to the next in terms of inheritance, with a parent passing on their assets after death. However, some parents (who are confident that they have more than enough funds to last their own lifetime) want to be more proactive in giving to the next generation.
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Advyzon rolls out AI features

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By Ben Henry-Moreland, Michael Kitces
| InvestmentNews Verified
Every piece of technology was new at one point, and even the most widespread technology today was once only used by a small group of early adopters who saw its potential and were willing to try it out, live with the initial bugs as the software got improved, and take the risk that it might not last for the long term.
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Feathery raises $30 million for its AI workflow automation and account opening tools

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By Ben Henry-Moreland, Michael Kitces
| InvestmentNews Verified
But do RIAs need another ‘digital onboarding’ solution? Running an RIA often requires striking a balance between providing personalized service to meet each client's unique needs and using standardized processes to be able to operate at a scale that's large enough for the business to sustain itself.
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