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The Client: Special services

  • 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
  • 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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  • August 9, 2017
    Serving the Entire Family is Where FAs Have Robos Beat
    But when choosing the right tech, it’s either find something relatively untested or stitch it together yourself.
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  • August 8, 2017
    Tax Optimization: The Ultimate Differentiator?
    Experts say there’s a lot more to it than old-fashioned tax-loss harvesting.
    Last Comment: August 21, 2017
    1 Comment
  • July 28, 2017
    Your Clients’ Cash Doesn’t Have to Sit Idle
    FAs can get better financial insight into clients while making their parked money more profitable.
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  • July 28, 2017
    Are FAs Begging for Strife with Securities-Backed Loans?
    Popular among Wall Street firms as source of stable revenue, such loans can devastate clients if markets plunge.
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