The Client: Special services

• May 30, 2013

  Merrill Lynch Weighs in on New Market Trends

  3-D printing, fracking and Big Data will help shape tomorrow's portfolios.

  No Comments
• May 29, 2013

  Highlights From FA-IQ Reader Comments

  Recent articles on investor greed, Morgan Stanley and bucket strategies prompted advisors to write in.

   Transcript   Video [ 2:13 ]  

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• May 28, 2013

  To Win Ethnic Clients, Get Up to Speed on Their Culture

  Asian, Hispanic and black investors all think differently about finance.

  Last Comment: June 1, 2013
  1 Comment
• May 28, 2013

  Wealthy Widows and Divorcees Require Special Care

  Many may be unfamiliar with basic financial planning precepts.

  No Comments
• May 24, 2013

  Edward Jones Wants to Raise the Profile of 529s

  Public awareness of the college-savings plans seems to be dropping.

  No Comments
• May 24, 2013

  Wealthy Foreign Nationals Can Make Challenging Clients

  Advisors need to be prepared for increasingly globalized HNW families.

  Last Comment: May 24, 2013
  1 Comment
• May 23, 2013

  Easing Clients' Pain Over Long-Term-Care Insurance

  Advisors can help them put the high premiums in context.

  No Comments
• May 20, 2013

  Gen X Slips Behind in Retirement Planning

  The cohort has saved enough to replace only half of earnings.

  No Comments
• May 17, 2013

  Protect Clients From Their Own Mental Decline

  Advisors can face chaos if authority for financial decisions hasn't been assigned.

  No Comments
• May 16, 2013

  Managing Family Money With Minimal Drama

  Advisors need to be therapists and mentors as well as financial helpers.

  No Comments