Hidden Treasure: Aligning HNW Clients' Insurance Needs
One of the ways the high-net-worth choose to spend their money is on artwork. However, the value of individual pieces and whole collections can fluctuate wildly.
SEC Enforcement: ‘Trader’ Bilks Elderly Investors to Pay Mortgage
Other recent targets of SEC actions were an oil services company fined for bribing foreign officials and a penny-stock financier.
Fine Art Risk: A Tale of Two Markets
Your clients who collect fine art may reap aesthetic rewards, but what about the financial rewards—and risks? What you need to know about protecting art for display, in transport or investing
3 Steps for Advisors to Drive Client Loyalty
Loyal clients are an advisor’s most effective sales force, adding repeat or add-on business. Here's how to use social media to generate client loyalty.
Bogus ‘Advisors’ Blow Lotto Winner’s $168 Million
How do you blow $168 million in just a few short years? Surprisingly, it’s not as hard as you might think.
How to Lose Clients and Alienate People on Social Media
An online connection is not a relationship. In fact, advisors who use social media indiscriminately may alienate clients, a report from The American College warns.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
The professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
Most Americans Need More Life Insurance: Nationwide Financial
A survey by Nationwide Financial found 98% of Americans with a spouse, domestic partner or dependent are underinsured to the tune of $1.2 million.
Are Financial Planners Failing to Set Themselves Apart?
While many advisors may not realize it yet, the mantra of providing personal, customized financial planning by an experienced CFP is no longer a differentiator...
The ‘Cost’ of Fiduciary: Those Wacky Folks at NAIFA Are at It Again
A standard that requires retail advisors to put their clients’ interests first is not about costs; it’s about protecting investors.