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.
The financial services sector as a whole is chasing short-term gains and in the process saddling investors with the costs of higher trading volumes and often not acting in their best interests, says Vanguard founder John Bogle. more »
Banc of California has announced extensive community reinvestment goals as part of its planned purchase of 20 Banco Popular branches in Southern California. The agreement, which appeased a community group that had opposed the sale, shows how much power such organizations wield when it comes to M&A. more »