How to Help Clients With Dementia Talking about dementia is one of the hardest conversations advisors will ever have with their clients, says David Gutzke, a wealth management advisor for U.S. Bank. Listen to some of his tips for helping clients and their families with this difficult issue.
Rachel F. Elson is editor-in-chief of Financial Planning, and a longtime business and financial journalist. Prior roles included managing editor at Inc.com and CBS MoneyWatch.com; she was also an editor on MSN Money's pioneering multimedia journalism team, which won back-to-back Gerald Loeb awards.
She's a persistent runner, a compulsive traveler and a committed urbanite; she lives in Brooklyn.
A pair of sessions at the FSI OneVoice conference focused on recruiting and retention challenges facing IBDs, many of which center on hybrid or dually registered RIAs who are edging toward greater independence.
A trio of top custodial executives discussing big trends for the RIA sector downplayed the term -- at least as a marketing advantage -- during a panel this week at the MarketCounsel summit in Las Vegas.