Updated Thursday, September 18, 2014 as of 9:39 AM ET

Bruce W. Fraser is a financial writer in New York. He is writing a book about the ultrawealthy.

Recent Stories From This Author

Can Liability-Driven Investing Work for Clients?

Smart Ways to Set Safe Withdrawal Rates

Specialized Practice: Retirement Income Planning

Retirement Income Planning: Advisors Face New Challenges

How Much Liability Insurance Do HNW Clients Need?

Combating Inflation in Retirement

Longevity Annuity Rules: What Advisors Should Know

Beyond Investments: Help Clients With All Their Goals

How Available Should Advisors Be to Their Clients?

Why Direct Mail Still Works for Advisors

Social Media: Target Efforts for Maximum Benefit

Why Writing to Win Clients Pays Off

How to Bring in Clients' Outside Assets

Public Speaking: How to Connect With Clients

Smart Ways to Unlock Client Feedback

New Combo Policies Offer Long-Term Care Option

Smart Ways to Use 'Hidden' Client Assets

The August Issue is now online!


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