Cheetah News
For decades, wealth managers have built deep relationships with families—guiding them through market highs, estate transitions, and everything in between. But now, a new question is coming into sharper focus: What happens when the next generation inherits those assets?
A new white paper from Wealth Advisor, titled Scale or Stagnate: How to Survive the Trust Talent Shortage and Thrive with Modern Software, identifies an
For trust-and wealth-management teams, adopting fiduciary tax planning software at the core of your operations can unlock efficiency, accuracy, and strategic value. That’s especially true
Most companies overestimate what they can achieve in a year—and dramatically underestimate what’s possible in seven.
That’s why goal-setting can’t just be an exercise in optimism.
Trust providers are evolving beyond their traditional role of safeguarding wealth. Today, clients expect more — not just preservation, but growth. And that shift is
High-net-worth (HNW) clients expect the same level of sophistication and ease from financial technology that they encounter in other areas of their lives. Outdated portals,
The Cheetah Conference is back—and bigger than ever. From November 10–13, trust and wealth management professionals from across the country will gather to exchange ideas, hear from industry leaders, and discover what’s next in the business of trust.
The initial interaction with a prospective trust client sets the tone for a relationship that can span decades and generations. When someone is ready to
Our clients deserve trainers who truly get it—and that’s exactly what you’ll find in Angie Ashton. Before joining our team, Angie spent decades working inside a large regional bank, doing the very same work our clients do today. At The Hunt, Angie will be leading two exclusive training sessions where you’ll not only learn how Cheetah works, but also how to make it work for you in real-world scenarios.