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The Client: Special services


  • 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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  • September 12, 2017
    How Have Hurricanes Harvey and Irma Affected You?

    Florida and other parts of the South have been battered by Hurricanes Harvey and Irma, causing wholesale evacuations, severe damage and loss of life. How have these catastrophic storms affected you or your clients?

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  • September 8, 2017
    Don’t Get Lost in the ‘Value Added’ Wilderness
    Just doing your job doesn’t sound too sexy, but it may be your highest calling.
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  • September 7, 2017
    Military Experience and Money
    Elliot Omanson, Sage Financial
    Why veterans make good advisors.

    Discuss this Column

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  • September 6, 2017
    What Younger Clients Want Isn't Too Difficult
    You don't have to change your offering -- just tweak how you communicate it.
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  • August 30, 2017
    Big Texas Merger Blends Wirehouse and Indie Practices
    With help from Dynasty, ex-Merrill Gordon team takes up with ex-Merrill Syntal.
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  • August 29, 2017
    Are Wealth Managers Different from Financial Advisors?

    Few financial advisors offer the kind of comprehensive financial planning offered by wealth managers to clients with complex financial needs, David Kanani, president of Kanani Advisory Group, recently argued in an opinion piece. For starters, most advisors can offer a variety of generally available investment products but only a wealth management team can connect clients to a broader array of options. And where wealth management really stands out from “mere” financial advice is “advanced planning.” Wealth managers can provide clients with wealth enhancement strategies to address liquidity and cash-flow issues and minimize taxes, as well as set up an efficient transfer of wealth to the next generation, according to Kanani. Do you agree with Kanani’s delineation? Tell us why or why not in the comments section below.

    Last Comment: August 29, 2017
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  • August 16, 2017
    FAs Urged to Focus on Client Wellness, Not Wealth
    Advisors should realize their job is more complex than merely making clients richer.
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  • August 15, 2017
    How to Help Clients Manage Their Critical Documents
    These advisors say dynamic financial planning starts with knowing where your stuff is.
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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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