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.
35 Great Schools for Financial Planning If you want to find the next generation of talented advisors, you may need to know which schools are educating them. The CFP Board certifies 372 educational programs, from certificates to Ph.Ds. See the 35 standout colleges, universities and other educational programs that made our list.
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.
This year's AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that will help advisors prepare for the impact legislative and regulation changes will have on their practice and their clients.
This year's FSI OneVoice confernece will be held from January 26 - 28 in San Antonio, TX.
The conference is an annual in-person gathering for broker-dealer home office executives. Education and networking sessions are specifically designed for CEOs, senior executives, managers and employees of member and prospective member firms.It is open to broker-dealer home office employees only.
The 2015 T3 Conference will be held from February 12 - 14 at the Hilton Anatole in Dallas, TX. The conference is an opportunity for independent advisors and their staff to learn from leading technology thinkers and to interact with the technology wizards who are creating the solutions they need to build a more profitable practice.
The 2015 BISA Annual Conference will be held from March 4 - 6 at the Westin Diplomat in Hollywood, FL.
This conference is the industry's premier event designed to bring together bank insurance and investment professionals nationwide to experience three-days of exclusive networking opportunities and success-driven education. Leave this meeting equipped with key business strategies and best practices that you can implement immediately within your organizations.It is designed for: Program CEOs, Presidents, Managers, Chief Compliance officers and
The IMCA 2015 Annual Conference will be held from April 26 - 29 at the Aria Resort in Las Vegas, NV.The conference is for advanced professionals, and will provide a wide range of investment insights from reknowned individuals. It will be worth 20* CE credits. Registration will be open at a later date.*Subject to change