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.
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.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
This interactive tool provides you the ability to evaluate several top wirehouses and regional firms in the employee channel. The data was compiled from our annual broker-dealer survey and reflects performance for 2013. Use the pull-down menu to view information on total revenue, fee revenue and commission revenue. Click any column head to re-sort the list. Compare up to four firms by checking the box next to the firm's name and clicking the Compare button. Click on a company name to access contact information.