Updated Thursday, July 31, 2014 as of 7:36 AM ET

Where the Rich People Are and Where They Will Be

Mark Gilbert
July 29, 2014

Tucked into UBS's second-quarter earnings presentation is a table that acts as kind of a map of where in the world new wealth is being created.

Does Your Client Need a Revocable Trust?

Tracy Craig
July 14, 2014

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Advisors: 3 Advantages of a 1040 Review

Roger Ochs
June 5, 2014

Frequently overlooked as a wealth management planning tool, IRS Form 1040 is the best potential tool for delivering integrated tax and investing advice.

7 Rules for Serving Female Clients

Christine Tang and Anh Tran
May 8, 2014

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

3 Essential Client Conversations

Kathleen Burns Kingsbury
April 29, 2014

Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.

Advisors: Reframe Retirement for Clients

Wayne Badorf
February 14, 2014

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

Love & Marriage: 4 Rules for Client Prenups

Tracy Craig
February 13, 2014

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

Wealthy Clients With Young Kids: What Advisors Should Know

Stacey Haefele
December 19, 2013

Wealthy investors with young children share a number of key characteristics, needs and values that set them apart. Make sure you understand them.

3 Tips for Advising Same-Sex Couples

Kathleen Burns Kingsbury
October 24, 2013

With recent changes in marital laws, more gay couples are seeking the counsel of financial advisors to help them navigate the complex legal and financial landscape that comes with being in a same-sex partnership.

Are Your Clients Costing You?

Chris Kirby
August 13, 2013

Many advisors have been surprised, almost shocked, to learn how unprofitable the bottom 50%, 60% or even 70% of their client base actually is.

The Myths About Men and Money

Kathleen Burns Kingsbury
August 6, 2013

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

Ultra-Short Bond Funds Offer Yield and Limit Duration Risk

William Belden
August 5, 2013

The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options?

Helping Your Clients Set Financial Limits with Their Adult Kids

Kathleen Burns Kingsbury
July 23, 2013

Your clients need help understanding and gaining insight into what makes it so hard to set financial limits with their children before they can curtail or slow down this behavior. Questions aimed at the underlying motivations are much more effective than showing them scary charts and graphs.

Quick SEO Tips for Financial Advisors

Maggie Crowley
July 22, 2013

Two key factors come into play in order to improve your advisor website’s SEO: off-page SEO and on-page SEO. Off-page SEO refers to optimization strategies outside of your website’s design. The biggest element in off-page SEO is getting other quality websites to link back to your site. On page SEO consists of strategically placing your most important keywords within the content elements of your actual pages.

Fighting Elder Care Abuse

Danny Ludeman
July 16, 2013

When Wells Fargo Advisors held a conference to discuss elder financial abuse, it seemed at times like nearly every one of the 200 people in attendance was personally acquainted with a family member or friend who has been victimized. But Danny Ludeman, the CEO of Wells Fargo Advisors, write that perhaps that’s not surprising, given the scope of the crime and the rate at which it’s growing.


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