FSI Boosts Lobbying on Federal, State Levels
With 10 staffers working the federal and state beats—and three more to be hired this year—the FSI is flexing its advocacy muscles.
Ultra-Wealthy Own $3 Trillion in Luxury Real Estate Assets: Report
Luxury residential real estate holds a special place in the portfolio of the world’s ultrawealthy population, according to a report by Wealth-X and Sotheby's.
The Institute’s Fiduciary Best Practices: What’s Missing?
Practices proposed by the Institute for the Fiduciary Standard are a great start, but can employee brokers really be expected to be fiduciaries for clients?
Why Sorting Clients by Age, Gender Is a Mistake
There are much more effective ways to segment your client base to better meet every individual's needs.
DIY Investing on a Growth Tear
Self-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
Tell Your Clients: Stocks Won’t Go Up Forever
The human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.
Advising LGBT and Foreign Clients; How Advisors Are Like Political Strategists: February IA Features—Slideshow
The repeal of Section 3 of the Defense of Marriage Act paved the way to open marriage benefits for gay couples, but if they live in states that don’t recognize same-sex marriage—of which there are still 15—they may still require the kind of complex financial planning they required before the...
A Tad Less Traditional
The credentials following Joshua Hatfield Charles’ name (CFP, ChFC, CLU, ADPA, CEP, CLTC) include the acronym for Accredited Domestic Partnership Advisor, testifying to the Rockville, Maryland, planner's focus on serving the lesbian, gay, bisexual and transgendered community.
Global Clients Need Global Advisors
Taxes, culture, time zones—advising a client a continent away, whether they’re there permanently or temporarily, is challenging.
Earning Credentials in LGBT Planning
What holds back same-sex couples with good incomes from working with financial planners?