5 Big Life Events Driving Clients to Seek Advice
People who seek advice during a life-changing event can become loyal clients if you win their trust. Here are some tips for meeting their needs.
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
On Inheritance, UBS Urges Families to Break the Silence
Only 34% of affluent benefactors have even revealed their wealth to their children, UBS found in a study on family discussions of inheritance.
Ethical Wills: A Good Way to Get Close to Clients
It may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
Superior Returns and Advisory Services, ‘for Free’
Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
Texas Billionaire’s Odd Way of Saving Heirs Some Tax Dollars
It's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
On Same-Sex Couples’ Money Matters, Confusion Reigns
Many same-sex married couples don’t talk about money, and many need advice on new laws, Wells Fargo says.
Wealthy Clintons Use Trusts to Limit Pain of Estate Taxes
Bill and Hillary Clinton have long supported an estate tax to prevent the domination of inherited wealth. That doesn’t mean they want to pay it.
2 Tax-Efficient Savings Strategies for Right Now: Tax Season Lesson, Pt. 2
Here are some counterintuitive strategies to save money in the most tax-efficient manner today (which might change as the IRC changes).
That $41 Trillion Wealth Transfer Now Officially $59 Trillion
The vaunted $41 trillion wealth transfer that is the subject of every advisor conference has been freshly updated: It has now reached $59 trillion.