Should Advisors Change How They Charge?
Over time, good financial advice can make a difference of hundreds of thousands of dollars to clients — and so can how it's paid for.
Good Times? Then ‘Rebalance’ HNW Clients’ Insurance Coverage
In this period of relative calm, financially speaking, review clients’ insurance policy coverage terms, conditions and, especially, financial limits.
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.
Choice and Control: Regularly Review Your HNW Client’s Insurance
As Diane Brinson of Momentous Insurance argues, insurance is a “living organism.” As a person’s circumstances change, their coverage must keep pace.
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.