Updated Monday, October 20, 2014 as of 9:02 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

Continuity Planning: Protect Your Clients & Practice

Digital Rivals: Weighing the Robo Threat

Advisors: Smart Ways to Manage Your Brand Online

Compliance: Should You Go it Alone?

Email Review: 5 Best Practices for Advisors

Estate Planning Must: Safeguard Digital Assets

5 Rules for Protecting Client Data

Noncash Donations? How to Help Clients

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

The October Issue is now online!


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October 21, 2014 |

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