How Advisors Can Stop Losing Clients’ Heirs as Clients
With the U.S. on the cusp of a vast intergenerational wealth transfer, reaching out to clients’ inheritors is an increasingly valuable advisory skill.
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.
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.
Clinton’s Estate Tax Plan Doesn’t Address Her Own Tax Planning
The Clintons would be liable for higher estate taxes under Hillary's proposal to increase taxes on high-income taxpayers.
States Can Impose an Estate Tax, Too
Many advisors and their clients focus solely upon the impact of federal estate taxes—to their potential detriment.
Love the Internet of Things? So Do Identity Thieves
The methods to steal your HNW clients’ identity have mushroomed; here’s what advisors and their clients should know.
7 Critical Insights on How Wealthy Families Talk About Money (or Don’t)
The communication gap in many high-net-worth families fuels conflict and isolation, SEI finds.
Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
U.S. Bank Offers HNW Families Thematic Investment Exposure
Partnership with Motif Investing will develop portfolios around seven long-term trends.
Top 15 Charities for 2014 Fundraising
Donor-advised sponsors have elbowed their way into the top ranks of U.S.-based charities, according to The Chronicle of Philanthropy’s list of the 400 top nonprofits.