The Assets: Estate planning

• February 9, 2018

  Don't Be Afraid to Make Meetings Mandatory

  Change clients' perceptions of estate planning through mandatory meetings.

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• February 9, 2018

  Raymond James Rolls Out Tool for Gathering Client Asset Data

  Meanwhile, account aggregation provider Quovo introduces new notification feature about clients’ life events.

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• December 29, 2017

  NEW: Small steps help clients engage at their own pace

  Ease grieving clients back into the planning process with baby steps.

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• December 8, 2017

  Use a Positive Client Experience as a Model

  How can you use the smart decisions of one client to help inspire another?

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• October 25, 2017

  RIAs Are Stealing Trust Service Business from Banks

  Many clients prefer FAs and third parties over trust departments for safeguarding legacies.

  Last Comment: October 25, 2017
  1 Comment
• September 12, 2017

  How Should RIAs Offer In-House Trust Services?

  Some firms say it brings them closer to a family office model but the majority outsource.

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• August 14, 2017

  How Some Savvy FAs are Overtaking ‘Basic’ Robos

  FAs finding a wide range of tech tools to move holistic planning online.

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• May 22, 2017

  Business Owners Need More Estate Planning

  The richer ones are likelier to have a wealth-transfer plan.

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• March 22, 2017

  Death and Taxes in an Uncertain Policy Landscape

  Help clients face the oncoming bus, ignore shake-ups in Washington

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• March 17, 2017

  Have a Client in Crisis? Take It Slow and Easy

  Clients going through tough times will make the best decisions when they’re ready — not before.

  Last Comment: March 20, 2017
  1 Comment