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 Connecticut company was an early adopter of branch modernization, starting an effort four years ago that has led to the closure of underperforming locations, enhanced digital offerings and use of universal bankers. more »
Diebold, best known as an ATM manufacturer, is rebranding and diversifying itself and promoting its consulting services on a popular banking topic: how to redefine branches as sales and service hubs. more »
To meet rising client demand for digital services, Wells Fargo appointed Devon McConnell as its new head of Wells Fargo Advisors Digital to oversee development of the firm's mobile and online client platforms. more »
Community banks need to rethink their technology and marketing to ensure they are snagging a piece of the millennial generation. Big banks have the lead in reaching this demographic, but they are vulnerable, experts said. more »