What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.
Best Finance Tweets of the Month: February 2015
How economics nerds celebrate Valentine's Day, what Janet Yellen must really think of Audit the Fed, and more highlights from the Twittersphere this month.
Financial Planning or Asset Management? Clients Need Both
Why the “AUM fees versus flat fees” debate is resonating with advisors and why it all may just be moot.
Charging AUM Fees Does Not Conflict With Financial Planning
In what may really be my last word on the flat-fee-vs.-AUM debate, I share some cogent thoughts from readers and my cogent (I hope) responses.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
10 Tips for Attracting (and Retaining) Doctor Clients
Working with doctors as clients requires some special planning.
The Pros and Cons of AUM or Flat Fee Compensation for Advisors: Part 2
Is charging flat fees for advice really the “wave of the future,” or is it a recycled idea that gained little traction in the past?
On Death and Dying, and Advisors
When two physicians spoke at FPA Experience on what terminally ill people worry about, and how advisors can help them, advisors listened.
FPA Experience: The Young, the Famous and the Virtual
New to this year's FPA Experience: Sessions will be streamed and archived to reach a wider advisor audience, CEO Lauren Schadle says.