UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Bilocation
By Peter McCarthy, JD, CLU, ChFCWe are quickly becoming a single, global community thanks to the 24-hour international media, the spread of the Internet, the immediacy of shared environmental challenges,...
May 29, 2009
Families Hire Their OwnFamilies can handle Medicaid asset-transfer rules by using formal caregiving agreements for older relatives who need long term care, a law professor says.
May 05, 2009
MDRT Moos The WorldThe Million Dollar Round Table Foundation is making Heifer International the beneficiary of a major fundraising drive.
May 01, 2009
Emphasize caregiving in the LTCI equationI'm targeting baby boomers for my LTCI sales, and I'm realizing that caregiving is an important issue for this group.
May 01, 2009
Drawing Out Donors' DreamsWhen she was 14, Tracy Gary was told she would be a millionaire. At 21, she inherited $1.2 million. By the time she turned 35,...
April 30, 2009
Avoid your personal recessionI was at dinner with colleagues as each of us tried topping the other with stories of job loss and economic failure and the "did-you-hear" kind of rumors that steam up a conversation.
April 30, 2009
Emphasize caregiving in the LTCI equationI'm targeting baby boomers for my LTCI sales, and I'm realizing that caregiving is an important issue for this group.