The Assets: Estate planning
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August 2, 2018Merrill Lynch Lawsuit Brings Cautionary Tale to FAs Handling Client Estate DocumentsThe suit concerns the apparent lack of execution of a transfer on death agreement.No Comments
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July 20, 2018Never Take a Client’s Estate Plan for GrantedRequire copies of all estate planning documents prepared by outside parties.No Comments
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June 28, 2018FAs Aren’t Talking to Clients About What Clients Want to DiscussMeanwhile, many clients appear unprepared for health and caregiving costs.No Comments
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June 19, 2018FAs Expect More Controversies Like Marvel Icon Stan Lee’s Senior Abuse WoesAs more people live into their 90s and 100s and their mental faculties may be compromised, financial abuse of elders will likely rise — but advisors can help.No Comments
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February 9, 2018Don't Be Afraid to Make Meetings MandatoryChange clients' perceptions of estate planning through mandatory meetings.No Comments
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February 9, 2018Raymond James Rolls Out Tool for Gathering Client Asset DataMeanwhile, account aggregation provider Quovo introduces new notification feature about clients’ life events.No Comments
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December 29, 2017NEW: Small steps help clients engage at their own paceEase grieving clients back into the planning process with baby steps.No Comments
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December 8, 2017Use a Positive Client Experience as a ModelHow can you use the smart decisions of one client to help inspire another?No Comments
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October 25, 2017RIAs Are Stealing Trust Service Business from BanksMany clients prefer FAs and third parties over trust departments for safeguarding legacies.Last Comment: October 25, 2017
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September 12, 2017How Should RIAs Offer In-House Trust Services?Some firms say it brings them closer to a family office model but the majority outsource.No Comments
