Fiduciary
2 articles
Leadership
How Secure Is Your Estate Plan? Insights from John Mateyko, a Top HNW Planner (2026)
Many high-net-worth estate plans have a dangerous gap between feeling secure and being resilient due to changing laws, assets, and family structures. John Mateyko, a Fiduciary Financial Planner, specializes in closing these vulnerabilities through dynamic estate plan reviews.
Sponsored by John Mateyko·July 31, 2026
Leadership
The Fee-Only Advisor's Guide to Digital Assets: How IronClad Family Ensures RUFADAA Compliance
Many financial advisors face a compliance challenge with digital assets, as most estate plans do not cover them despite their significant value. The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) is critical for fiduciaries, and platforms like IronClad Family help ensure compliance and secure digital asset planning.
Sponsored·May 20, 2026