Seniors May Be Leaving Money on the Table as They Retire
Misinformed decisions about defined contribution collection, investments and insurance are leading many retirees to spend too much and collect too little.
Bank Customer Satisfaction Returns to Prerecession Levels
Customers are happier with their banks despite higher fees, the American Customer Satisfaction Index says. Satisfaction with health insurers rose, too.
10 Questions on Risk to Ask HNW Clients
Ensure wealthy clients have comprehensive coverage by discussing these crucial questions.
Top 10 Mega-Wealthy Donors in 2012
The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
How Your Clients Can Shield Their Assets From Lawsuits
Frivolous lawsuits are proliferating in a bad economy, says attorney Hillel Presser. The goal therefore is to own nothing, but control everything...
13 Vital Steps to Insure HNW Clients’ Retirement Wealth
Are your wealthy clients leaving personal insurance policies largely untouched for years on end? They could face lifestyle-changing losses and unnecessarily high annual expenses, according to ACE Private Risk Services.
Advising Across Borders
Serving internationally mobile clients is a growth business for advisors savvy about the ways of the world.
How Advisors Can Deal With Client Cultural Differences
Some advice for advisors on how to interact with clients who different cultural perspectives.