Modera Wealth Management CEO Tom Orecchio joined fellow industry leaders on September 15th at Future Proof Festival for “The Succession Reality Check: Data, Deal Structures, and How to Actually Get It Done.”
As part of the Wealth Management by Informa 2026 Midyear Outlook, Modera President Joe McCuine shared “How to Build an AI Ready Wealth Management Firm,” which describes strategic uses of AI to improve advice, strengthen client relationships and help employees conduct their best work.
WESTWOOD, N.J., October 21, 2026 ─ Modera Wealth Management, LLC (“Modera”), a fee-only wealth management firm serving individuals, families, business owners, and nonprofit organizations, today announced it has launched Mira, a proprietary agentic AI-powered platform.
It’s the end of the year, and your to‑do list is a mile long. Between holiday gatherings, cooking, cleaning, and gift buying, finances may not be top of mind.
The Tax Cuts and Jobs Act (TCJA), enacted in 2017, reshaped several aspects of individual tax planning, including charitable giving strategies. More recently, the One Big Beautiful Bill Act (OBBBA), enacted in July 2025, made several TCJA provisions permanent and introduced additional changes to deductions and credits, including new rules...
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