Displaying 209 results
Retirement planning and biological age testing
Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning
AssetMark launches portfolio management tech for videoconferencing
The new tools allow advisers to present client proposals and portfolio reviews online
The new face of wealth advice: It’s personalized
Technology is the key to delivering the recommendations and services each client wants
Future of financial planning takes emphasis off the assets
Morningstar conference panel touts niche practices and the personal touch
Look again: Your annual goals are still within reach
As fall begins, take time to revisit your business plan for the year and figure out what needs to get done and who can do it
2020 puts emergency funds on the front burner
Advisers are pushing their clients to prepare for the worst
Advisers can shine a light on the darkness of 2020
Financial advisers are ideally situated to help clients talk through the unforeseen challenges a global pandemic brings
Meet LPL’s latest adviser tech tool — Meeting Manager
The technology, which is integrated into the ClientWorks platform, was developed to reduce time spent preparing for client meetings
Clients show more interest in emergency funds amid pandemic
COVID-19, high unemployment and the upcoming presidential election are making clients more inclined to build a cash cushion, advisers say
Listening for the stories that drive client behavior
Once we're conscious of the stories we’re working with, we’re in a better position to question, and if necessary, rewrite them
The real risk of bonds
Stretching for yield in this interest-rate environment is a recipe for disaster
When a spouse passes away
Five key steps clients can take to move forward financially after losing a spouse
Pass it along
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
UBS cuts ties with some Venezuelan clients amid U.S. sanctions
The move affects accounts with links to Venezuela's government or to the state-owned oil company, PDVSA
Clients appreciate phone calls now more than ever: Survey
Advisers who made calls during the COVID-19 crisis have more satisfied clients than those who sent form emails
Help your clients tackle college expenses
Higher education is a source of worry for many parents, and one where advisers can provide assistance
Managing the gap between intentions and actions in the new retirement
Advisers should work with their clients to build upon the four pillars of retirement
Back to the office before year-end, say 83% of advisers
But a survey finds that 51% don’t have a plan for returning
Growing your business in a virtual world
At a time when advisers’ tried-and-true in-person networking events are off-limits, what does it take to attract the attention of new clients?
Looking out for your Aunt Sally
If you're considering selling, the first question you need to answer is whether you want to join a fully integrated firm with a bold mission or become part of a financial consolidator
