The Assets: Estate planning
July 21, 2015
Financial Planning for the New Realities of Marriage
Advisors tell how last month’s SCOTUS decision impacts clients.
July 2, 2015
One-Third of Millionaires Have No Estate Plan
Many high-net-worth investors skip the process, and the effects can be devastating.
June 19, 2015
Older Clients’ Priority Shifts Can Come as a Shock
Portfolio performance is often the last thing people care about when the end is near.
June 12, 2015
Clients Take Action When Tasks Are Made Simple
Think it’s important to review documents? Don’t be too formal.
April 27, 2015
Outsourcing Inspires Strong Feelings in FAs: Study
Most firms make a decision, yes or no, and then stick to it.
April 23, 2015
Why a Top Advisor Asks Clients About Celebrity Encounters
Carefully planned questions are crucial steps to a comprehensive financial plan.
April 17, 2015
Legacy Planning Takes Center Stage for Boomers
Thanks to demographics, wealth transfer is a matter of urgency.
April 14, 2015
Dollar’s Surge Boosts Case for Global Diversification
Advisors say long-term trends favor bigger international allocations.
April 10, 2015
Edward Jones, Fidelity Top Investor-Satisfaction List
Those whose FAs talk about next-gen transfer strategies lead the pack.
April 3, 2015
Make Sure Clients Sweat the Small Stuff on Estate Planning
A small mistake on paperwork can cause big problems down the road.