The Assets: Estate planning
February 5, 2016
Investment Banking Takes Center Stage for Some Advisors
It’s that, or be a passive observer while your client makes the deal of a lifetime.
February 3, 2016
Rise of the Machines: Tax-Loss Apocalypse?
Advisors argue clients benefit from human intervention in harvesting losses.
January 20, 2016
T. Boone Pickens Lawsuit Shows Worrying Trend
Advisors must guard against the growing trend of intra-family fighting among UHNWs.
Last Comment: January 20, 2016
December 28, 2015
Older Clients’ Priority Shifts Can Come as a Shock (June 19)
Wirehouse readers’ most popular story: Portfolio performance is often the last thing people care about when the end is near.
October 14, 2015
Some of the Benefits of Multigenerational Philanthropy
The best approaches hinge on clear communication in the name of family cohesion.
Video [ 3:14 ]
October 2, 2015
The Best Estate Plan Is Worthless If It Can't Be Found
Do your clients hide documents a little too well for their own good?
Last Comment: October 11, 2015
September 21, 2015
Blended Families Aren't Just a Fact; for FAs, They're a Problem
For one thing, they're less sure how to split the wealth than traditional families.
September 11, 2015
How to Prevent Siblings Fighting Over a $15 Watch
Advisors say wills may not be enough to prevent heirs squabbling over the estate.
September 8, 2015
Homemade Wills Can Thwart Intentions, Inconvenience Heirs
The purpose of a free or cheap DIY will is moot if it gets hung up in probate.
July 24, 2015
Grieving Clients Call for Extraordinary Sensitivity
Be a steady presence when your clients are in a fog of loss.