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.
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns expected for the rest of 2014, investors already may have earned the bulk of this years returns. Investors should expect to earn coupon yields
When you become a Registered Investment Advisor (RIA), you control your business and can serve clients the way you want. From branding to pricing, youre in charge of key decisions. But with this freedom come additional legal and regulatory responsibilities. The choices you make during your transition will impact your business far into the future. Making thoughtful decisions around partnerships, structure, and insurance is vital to your businesss long-term prosperity.
In the aftermath of the 2008 global economic crisis, financial services firms devoted massive amounts of energy and resources toward recovering and coping with new regulatory reforms.
As a result, other business priorities, such as keeping up with and investing in cutting-edge technology, took a back seat. Against this backdrop, a dramatic revolution in financial technologyfintechis rapidly unfolding.