Top Planning Concerns for UHNW Clients Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
Why Advisors Must Embrace Socially Responsible Investing Chat Reynders, chairman and CEO of Reynders, McVeigh Capital Management, an RIA with about $900 million in assets under management, speaks about why socially responsible investing is essential for advisors to better connect with younger generations, avoid liability and improve transparency with clients.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Ann Marsh is Senior Editor and West Coast Bureau Chief of Financial Planning Magazine. She is also chair of the magazine's conference series, Women Advisors Forum. Prior to joining FP in late 2011, Ms. Marsh wrote a personal finance column for the Los Angeles Times for more than five years and, in the process, worked closely with financial planners. She is the co-author of several books including Copy This!, the autobiography of Kinko’s founder Paul Orfalea. A former longtime staff writer with Forbes Magazine, in both New York and Los Angeles, Marsh worked on the Forbes 400 for two years and wrote both cover stories. A former freelance writer based both in Prague and in and around Los Angeles, Ms. Marsh’s work has appeared in dozens of publications and websites, including The New York Times, Fast Company, O The Oprah Magazine and her alumni magazine, Stanford Magazine. One of her 9/11 stories was excerpted as the introductory essay in a book published by Salon.