The Assets: Estate planning
December 29, 2017
NEW: Small steps help clients engage at their own pace
Ease grieving clients back into the planning process with baby steps.
December 8, 2017
Use a Positive Client Experience as a Model
How can you use the smart decisions of one client to help inspire another?
October 25, 2017
RIAs Are Stealing Trust Service Business from Banks
Many clients prefer FAs and third parties over trust departments for safeguarding legacies.
Last Comment: October 25, 2017
September 12, 2017
How Should RIAs Offer In-House Trust Services?
Some firms say it brings them closer to a family office model but the majority outsource.
August 14, 2017
How Some Savvy FAs are Overtaking ‘Basic’ Robos
FAs finding a wide range of tech tools to move holistic planning online.
May 22, 2017
Business Owners Need More Estate Planning
The richer ones are likelier to have a wealth-transfer plan.
March 22, 2017
Death and Taxes in an Uncertain Policy Landscape
Help clients face the oncoming bus, ignore shake-ups in Washington
March 17, 2017
Have a Client in Crisis? Take It Slow and Easy
Clients going through tough times will make the best decisions when they’re ready — not before.
Last Comment: March 20, 2017
March 3, 2017
Charitable Trusts Aren’t Just for the Very Wealthy
When clients of modest means get lucky, the best way to preserve their wealth could be a charitable remainder trust.
February 6, 2017
Most HNW Americans Lack Adequate Succession Plans
Close to a third haven’t made any preparations for transferring their wealth.