The Assets: Estate planning
September 18, 2019
Most Americans Working with FAs Haven’t Discussed Estate Goals
And three-quarters of Americans haven’t even designated beneficiaries for all of their accounts.
May 31, 2019
Here’s How You Win Hundreds of Prospective Tech Millionaires From the Wall Street Firms
There are about to be hundreds of tech multi-millionaires ripe for the picking as major IPOs loom.
May 22, 2019
Senators Urge Finra to Bar FAs from Receiving Client Inheritance
Four U.S. senators say such inheritance bequests are conflicts of interest.
April 25, 2019
Merrill Lynch Let a Client Change a Beneficiary from the Grave, Plaintiffs Alleged
Can the dead change their beneficiaries?
April 3, 2019
How to Add Value -- and Keep Clients -- During Intergenerational Wealth Transfers
Spend as much time as you can addressing this topic with your clients.
Video [ 5:57 ]
February 6, 2019
Follow These Signs to Avoid Picking the Wrong Trust Provider
Advice firms should be wary of trust service providers doubling as asset managers, among other signs.
February 5, 2019
Why FAs Piled into ETFs Last Year and Will Further the Trend in 2019
ETF investments are increasingly being used in client portfolios, and experts say their growth may continue for the foreseeable future.
December 20, 2018
Ric Edelman To Advisors: Have the Death Talk with Clients Now
Telling clients about the implications of inaction often encourages them to engage proactively in the estate planning process, he says.
November 19, 2018
Estate Plans Don’t Grant Superpowers, But They Do Protect Client Assets
Estate planning is important, but beginning the conversation with clients can be hard, FAs claim.
November 12, 2018
FAs Are Making Critical Mistakes in IRAs, Expert Warns
Advisors who avoid these IRA mistakes may save their clients boatloads.
Last Comment: November 13, 2018