What Your High-Net-Worth Clients Want to Talk to You About
By Brian McLaughlinLess than half of wealthy clients are discussing these five topics with their advisors, but they wish they were.
December 14, 2018
SEC Should Leave Proxy Advisory Firms AloneYou know who also thinks that proxy advisory firms should be reined in? The nation's largest corporations and their lobbyists.
December 13, 2018
10 Year-End Tips to Cut Clients' Tax BillsAdvisors should share these new and tried-and-true tactics with clients, who may find they work to their advantage.
December 13, 2018
Why Rushed Year-End Comp Plans Are a No-NoBuilding a successful compensation plan takes three to four months, involves collecting feedback and getting buy-in from staff. Give this task the time it deserves.
December 12, 2018
How Advisors on Each Coast Help Clients Navigate New Tax CodeHow two advisors in high tax states are being proactive with clients on the new tax law, especially the SALT fallout.
December 12, 2018
How Health Policy Could Wobble (Forward?) NowA benefits advisor group head looks at Washington and sees… static.
December 10, 2018
4 'Tipping Points' for Wealthy Clients (& What Advisors Can Do to Help)A good advisor can devise successful strategies to contend with even the most complex financial situations.
December 07, 2018
The Economy and Financial Markets: Forecasting What They 'Might' DoIt is possible, in my view, to forecast the economy's course only in the very near term.
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