The Client: Special services
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May 30, 2013Merrill Lynch Weighs in on New Market Trends3-D printing, fracking and Big Data will help shape tomorrow's portfolios.No Comments
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May 29, 2013Highlights From FA-IQ Reader CommentsRecent articles on investor greed, Morgan Stanley and bucket strategies prompted advisors to write in.
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May 28, 2013To Win Ethnic Clients, Get Up to Speed on Their CultureAsian, Hispanic and black investors all think differently about finance.Last Comment: June 1, 2013
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May 28, 2013Wealthy Widows and Divorcees Require Special CareMany may be unfamiliar with basic financial planning precepts.No Comments
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May 24, 2013Edward Jones Wants to Raise the Profile of 529sPublic awareness of the college-savings plans seems to be dropping.No Comments
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May 24, 2013Wealthy Foreign Nationals Can Make Challenging ClientsAdvisors need to be prepared for increasingly globalized HNW families.Last Comment: May 24, 2013
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May 23, 2013Easing Clients' Pain Over Long-Term-Care InsuranceAdvisors can help them put the high premiums in context.No Comments
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May 20, 2013Gen X Slips Behind in Retirement PlanningThe cohort has saved enough to replace only half of earnings.No Comments
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May 17, 2013Protect Clients From Their Own Mental DeclineAdvisors can face chaos if authority for financial decisions hasn't been assigned.No Comments
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May 16, 2013Managing Family Money With Minimal DramaAdvisors need to be therapists and mentors as well as financial helpers.No Comments