David H. Lenok - Profile and Journalist Details
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David H. Lenok
Verified
Senior Editor, Wealth Management
New York
Beats
Biography
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.
Corruption, Waste, Defense, Revolving Door
Content
By David H. Lenok Verified| Wealth Management Verified The irony of leveraging AI to add a more 'human' touch. Daffy, the donor-advised fund-focused charitable giving platform helmed by co-founder and CEO Adam Nash, announced a new set of AI-enabled features on Tuesday. According to Nash, philanthropic planning in America is outdated, with too many friction points when it comes to gifting. Reliance on direct mail, non-intuitive online forms and minimal follow-up from recipients all impediment well-intended donors.
By David H. Lenok Verified| Wealth Management Verified As client expectations evolve, estate planning is no longer an afterthought for financial advisors. There’s a growing gap between what clients want and what financial advisors offer regarding estate planning. According to a recent survey of 10,000 U.S. adults (27% of whom currently work with a financial advisor) by online estate planning platform Trust and Will, 70% expect estate planning to be a part of their financial plans.
By David H. Lenok Verified| Wealth Management Verified The move gives access to the estate planning platform to over 12,000 financial advisors. Estate planning platform Wealth.com announced a strategic partnership with Cetera Financial Group on Wednesday. Through this partnership, more than 12,000 financial professionals in the Cetera network will receive an exclusive discount on Wealth.com’s advanced estate planning technology and resources.
Company Info
Wealth Management
LONDON WEALTH MANAGEMENT LIMITED is an independent firm offering financial planning led investment management. At London Wealth Management we aim to protect and grow the wealth of our clients through tax efficient financial planning and discretionary investment management. A privately owned firm, LWM has no external shareholder influence.
London, England, United Kingdom
'+44 20 3326 2955
Founded: 2008