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In the current tax-the-rich political environment, the wisdom of getting wealthy clients the insurance of an alternative citizenship or residence is obvious.
Buyers are convinced they are acquiring businesses that are well-positioned to grow organically over the next several decades no matter what happens in the economy or markets.
By volunteering and sharing your passions, people get to talk to you and to know you, and when they know you, they are pleased to recommend you.
There are three major trends that could make the small and micro DC markets more attractive to retirement plan advisers.
As the pandemic subsides and people look forward to catching up with their friends, there's a great opportunity to plan exciting events that bring big results.
The key for advisers is finding a balance where they maintain the maximum freedom that enables them to focus on their purpose.
Financial preparedness is only a piece of the equation; clients must understand the impact retirement will have on every part of their lives.
2021 is the last year your clients can use their retirement funds for unlimited charitable giving as a result of provisions in recent tax laws.
How can the financial advice industry know whether its attempts to hire more women, Blacks, Latinos and Asians are working if there is no accurate, unified measure of success or failure?
Whether it’s communicating uncomfortable changes to clients or asking your staff to step up their performance, here's a simple model you can use to say what needs to be said when you don’t quite know how to say it.
Together, DACFP and InvestmentNews will be providing subscribers with content and educational opportunities to increase your knowledge about blockchain and digital assets, and access to the product and service providers in that ecosystem, so you can give investors the advice, products and services they need.
There will be vast differences, but the fundamentals of the business will be the same, as will the importance of strong relationships and brands.
71% of American adults worry that the program will run out of money during their lifetime and 19% say the pandemic has affected their plans to file for Social Security benefits, according to a Nationwide survey.
If a conversation with a client isn't going well, sometimes the adviser needs to change his or her approach to get the client past the sticking point.
During a crisis, the critical fiduciary success factor is connecting with the client's heart.
Many of these newer entrants are pure-play record keepers without an investment management arm. They employ lean, digitally focused operating models and distribute their services directlly to plan sponsors.
Don't forget your clients' biggest assets and liabilities: Home equity and insurance are two priorities you'll want to include in the planning process, no matter your scope of engagement.
While the pandemic undermined Americans' confidence in nursing homes and home care is preferred, its cost could exceed that of a nursing home.
U.S. sustainable funds attracted more than $50 billion in capital last year, doubling from 2019.
After climate rule changes, expect similar disclosure requirements on other ESG issues like biodiversity, workforce diversity and political spending.