Updated Friday, December 26, 2014 as of 5:08 PM ET

Practice

Mark Evans will provide investment advice to clients of Ascent Private Capital Management. He is the second managing director of investments to join Ascent's Minneapolis office.  More »
While some commentators feel that people are likely to drain their savings too fast, at least one expert says many are too reluctant to start spending their nest eggs; Plus, many retirees learn valuable investing lessons only through trial and error.  read more »
Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.  read more »
Advisors risk throwing away business with a throw-away holiday client gift. Here's a list -- worth checking twice -- of what to avoid when deciding upon holiday greetings and gifts to send to clients.  read more »
If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.  read more »
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.  read more »
For buyers, the cost of funds is low now. For sellers, valuations are rich. Cashing out now is an “easy case to make," says AssetMark EVP Michael Abelson. "Or they can keep riding the wave."  read more »
Player Template for http://www.onwallstreet.com
Top Planning Concerns for UHNW Clients
The December Issue is now online!


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