Gino Pascucci

Contributor

Gino Pascucci heads the business development and marketing department for Premier Trust. He is an advisor liaison, assisting the estate planning community with advisory friendly trust services. Gino received his B.A. in English from the University of Nevada and is working towards obtaining his CFP designation.

The self-directed opportunity: Independents are growing by attracting clients never served by advisors before

A new survey finds that conversion of self-directed clients is a bright spot in an otherwise slowing market for financial advisory services.

Will tax reform eliminate estate planning – or create additional opportunities?

As the Trump Administration nears the end of its first full year in office, the House and Senate are gearing up for a major overhaul of the tax system

Speculative Madness or Smart Play: Does Bitcoin Belong In Wealth Planning?

Bitcoin has been on a tear lately, up nearly tenfold since the beginning of 2016, when a single “coin” could be had for just over $400.

By mid-September 2016, Bitcoins were trading well north of $4000 — and investor interest has become feverish as returns dwarf all other assets. Even a rumored move by China to shut down all three of its Bitcoin exchanges could only dent Bitcoin’s rise, chopping prices from a high of nearly $4700 per Bitcoin to just over $4000.

Endgame planning: How trust and estate planning builds lasting value for your firm

The great transfer of assets is underway – not just for clients of wealth advisors, but for wealth advisors themselves

Super-Charge Your Marketing Strategy With Trusts

Your gateway into the growing ultra-high net worth market