The Assets: Estate planning
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.
March 30, 2015
Show Millennials How to Open Up to Boomers
FAs can help adult children agree with parents on inheritance and spending.
March 19, 2015
Fairness Trumps Equality in Sharing Family Wealth
Charles Lowenhaupt, Lowenhaupt Global Advisors
Advisors can help clients see that needs-based legacies make the most sense.
Discuss this Column
March 6, 2015
Mix Persistence With Charm to Get Clients Moving
Advisors have an obligation to force important financial issues.
March 2, 2015
Using Client X’s Success Story to Inspire Client Y
Financial advice gets less abstract when attached to real-world examples.
February 16, 2015
Comprehensive Planning Goes Modular
Breaking things down into bite-size chunks helps clients stick with the program.
February 4, 2015
Resist the Urge to Prejudge Older Clients
Spotting common behavioral traits can help attract more retirees.