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.
Former FINRA vice chairman Stephen Luparello received $5.34 million of total compensation in 2012 the highest of any of the individuals in The Bond Buyer's annual survey of the compensation levels at 21 industry, self-regulatory, state and local, and muni related groups. more »
The hackers who raided the data banks of JPMorgan Chase used computers now linked to possible attacks on at least 13 more financial companies, according to a person familiar with the investigation. more »
Deutsche Bank AG, the German lender that has pledged to improve controls after criticism from regulators, hired Elizabeth J. Ford from Goldman Sachs Group Inc. as head of compliance for the Americas. more »