How to Boost IRA Rollovers as DOL Fiduciary Rule Looms and Competition Grows
If advisors want to attract more rollover assets, they need to offer “more than just money management and asset allocation models,” says Janus' Matt Sommer.
Financial Crisis ‘Cast Long Shadow on Investors’: UBS
A survey of wealthy and affluent investors finds nearly 90% have maintained or increased their cash holdings since 2008.
20 Wealthiest Places in America
If you want to build your roster of high-net-worth clients, these are the towns you should be targeting.
Generation X: Have Advisors Forgotten Them?
Their assets are substantial and growing, but when it comes to protecting those assets, they’re laggards. Enter the wealth manager.
Choose Your Strategy for Wealth Preservation
Advisors are employing tools ranging from alternative investments to long-term care policies to meet the imperative of preserving client assets.
ESOPs May Help Reduce Income Inequality Among Workers
Employee stock ownership plans appear to equalize wealth and wage distributions, according to a paper by economist Jared Bernstein.
Tech Tools to Help You Better Know, and Serve, Your Clients
With image recognition tech tools, some available now for free, advisors can truly know their clients far beyond the superficiality of risk questionnaires.
Tax Law Changes Affecting Your Clients
Congress extended some tax breaks and made others permanent; here are the ones that might benefit individual clients.
How to Stop Clients From Making Emotionally Driven Decisions
As advisors, we are all in the business of providing peace of mind to clients. Here’s what I’m telling clients now about the markets.
Top 10 Wealth Management Trends for 2016
New regulations and digital service models will keep wealth managers busy, Aite Group says.