Updated Friday, July 11, 2014 as of 10:47 PM ET
Family Wealth Transfer: How Advisors Can Help
Talk about the generation gap: When it comes to planning issues, retirement and wealth transfers, the disconnect between parents and their adult children appears to be getting worse, according to a new study.
Yet the same study found good news for financial advisors: Both parents (61%) and their adult children (57%) report they are more comfortable talking to a financial advisor than to one another about these sensitive issues.   more »
More in High-Net-Worth
David Campanella will lead a team of wealth management professionals serving high-net-worth clients in Cleveland and Columbus. more »
Goldman Sachs has started a European lending business for its wealth-management clients and is seeking a $5 billion loan book within three years. more »
Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »
High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values. more »
'Demands for digital capabilities know no boundaries when it comes to age, wealth, or geography,' says Capgemini's Jean Lassignardie more »
Lebenthal & Co. said it will exit the municipal public finance underwriting and institutional sales business and shift those resources to its wealth management division. more »
A family office founded by Rothstein Kass executives gets backing from rapidly expanding Focus Financial Partners. more »
Generational wealth transfers can play a large role in the future growth of advisory firms -- but woe to those firms that aren't prepared for it. A few planners share their strategies. more »
Competition is getting even tougher. Make sure you offer clients better service, deeper relationships and access to smarter experts. more »
Putterman says his new consulting firm, 1812 Park, is aimed at developing long-term strategies for wealth management companies. more »
You know that nervous feeling clients can get when they are worried that money is about to run out? It is not just mass-affluent clients; high-net-worth individuals experience that same nervousness. If you are in the investment business field, there are ways to deal with worried wealthy individuals. more »
Helping clients develop a game plan offers several advantages, says Raymond James' Paula Feinberg at Women Advisors Forum in Dallas. more »
Key performance indicators are becoming increasingly important as a way for owners of financial advisory firms to enhance the value of their business. more »
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