5 Ways to Cement Relationships With Client Couples
When only 16% of advisors to couples know the wife's expected retirement age, as a TIAA-CREF survey found, it's no wonder widows often fire them.
Billionaires: Where They Are, What They Want
Two-thirds of U.S. billionaires are self-made, a UBS/PwC study finds, and many are at a crucial decision point in their lives.
Women: ‘The Largest Emerging Market in the World’
The conversation is shifting from "stark gender comparisons toward discussions that focus on how the investing world must adapt and embrace women," says Mellody Hobson.
3 Estate Planning Strategies for a Low-Rate Environment
Even with the generous $5.4 million estate tax exemption, some of your HNW clients can benefit from these strategies in the current low-interest-rate environment.
HNWs Worry About Unintended Consequences of a Big Inheritance
Many wealthy people worry that too large an inheritance will discourage family members from reaching their full potential, a Merrill study finds.
For HNWs, One Advisor May Not Be Enough
"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.
5 Steps to Help College Graduates With Student Debt
Providing solid postgraduate financial planning can help your clients’ children get off on the right foot while solidifying ties with your clients.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
When Stock Appreciates: Rethinking Clients’ GRAT Asset Allocations
Many clients who established grantor retained annuity trusts (GRATs) are now experiencing seller’s remorse—especially those clients who funded a GRAT with appreciating stock.
CLATs: Maximizing Philanthropy and Wealth Transfer for Clients
For high-net-worth clients, charitable lead annuity trusts can maximize their estate planning goals while benefiting charities.