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.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
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.
"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts. more »
The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry. more »
The Women Advisors Forum in Chicago brought advisors and industry leaders together to talk about topics such as boosting assets and women's participation in the business. Here are some of the smartest comments heard at the conference. more »
HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets. more »