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.
Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Ralph Ortega is the editor-in-chief of On Wall Street, where he oversees content for both the website and print magazine. Before joining On Wall Street, he spent several years covering hedge funds for Harrison Scott Publications, a newsletter publisher in Hoboken, N.J.
Prior to that he covered government and general assignment stories for major daily newspapers, including the New York Daily News and Star-Ledger of Newark, N.J. He also covered education, was sent on special assignment to Latin America for several stories, and wrote columns on multicultural affairs, as well as other topics. His career goes back more than 20 years. Ralph graduated from New York University with a bachelors in journalism and minor in American literature. You can follow him on Twitter @RalphOrtega.
August has arrived and many advisors and their clients are most likely taking a much need summer vacation. But as On Wall Street found, there are some advisors who are neverly off duty no matter the season.
OnWallStreet's annual ranking of top wirehouses and regional broker-dealer firms in the employee advisory channel gives an encouraging snapshot of the wealth management industry. This year’s analysis from surveys and both corporate and public filings shows growth across the board.