Advising Couples Who Disagree on Risk Tolerance
Financial advisors must measure the risk tolerance of both partners and must not ignore the needs of the less risk-tolerant partner, usually the woman.
No Liquidity for You (or Your Clients): Tactical Allocation Funds
Remembering the wisdom of Keynes, advisors should consider the overlooked effects of the rising popularity of tactical funds in client portfolios.
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.
On Mother’s Day, Forget Roses Give Insurance
It is surely impossible to quantify the value of a mother, but neither should all her labors of love be taken for granted.
11 Steps to Successful Time Management for Solo Practitioners
If you’re an advisor working by yourself, organization is critical to building and sustaining your practice. Here's how I do it.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
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.
Multiple Homes, Multiple Nations, Multiple Risks
If your client owns a second home in Europe, make sure they get the right kind of coverage, using carriers with boots on the ground.
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.
How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.