Under the Hood: Planning Opportunities From a Client’s 1040, Pt. 3: Retirement Plans
Concluding our discussion on how looking at clients’ tax returns provides value, maximizing deductions from IRAs and other retirement plans.
Fear Fuels Millionaires’ Drive for More Wealth, UBS Survey Finds
UBS survey says millennial millionaires feel more pressure to maintain their status than older generations.
Under the Hood: Planning Opportunities on a Client's 1040, Pt. 1: Income
Viewing clients’ tax returns and suggesting appropriate changes provides value to clients while showcasing your value. Begin with the income lines on their 1040s.
Is Portfolio Diversification Overrated?
Most actively managed mutual funds fail to beat the market, but so do so-called concentrated funds with limited positions.
The Pharrell Williams of Advisors?
Much like Pharrell Williams sings in "Happy," Donna Skeels Cygan feels that happiness is the truth for her clients.
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.
Ameriprise Earnings Disappoint but Assets Under Management Grow
Advisor fees and commissions at Ameriprise rose 11% to $505,000 per capita.
The 3 Top Risks to Client Art Collections
HNW families don't always manage the physical risks to their increasingly valuable art collections with the same rigor they employ when managing financial investment risk.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
Dalbar’s latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
HighTower Adds $500M Ex-Oppenheimer Advisor
Providence, Rhode Island-based Carol Nulman says women continue to be underserved by the financial industry.