The Assets: Estate planning
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
September 11, 2018
Wells Fargo, Morgan Stanley and Other UHNW FAs Warn of Dangers in Neglecting Estate Plans
FAs are often too late to the party to help their clients.
September 6, 2018
Two UBS Advisors Innovate in Cross-Border Asset Disposition
Savvy FAs are working plotting courses through complex international trust and estate laws.
August 27, 2018
Advisor Accused of Mishandling Dead Client’s $3M Trust
The advisor was ordered to cover part of over $300,000 in legal fees to charities that say he mishandled donations to them.
August 20, 2018
Ex-Wells Fargo FA Faces Embezzlement Charges
Advisor is facing a possible 15-year prison sentence.