The Client: Special services
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April 24, 2013American Savers Are Bursting With Good IntentionsNorthwestern Mutual's annual survey shows that Americans value long-term financial planning. They just have trouble doing it.No Comments
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April 18, 2013Is Your Portfolio-Review Schedule Sabotaging Results?Ric Edelman, Edelman Financial ServicesReviewing investments every quarter encourages short-term thinking. That's the last thing most advisors want.No Comments
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April 17, 2013What Problem Do Clients Most Often Ask You to Solve?
With the fiscal cliff in the rearview mirror and the S&P 500 up more than 10% year to date, there are fewer front-page issues for clients to complain about. What individual financial worries are keeping them up at night?
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April 15, 2013Google Lets Users "Bequeath" Online PrivilegesThe service can help with estate planning in the digital era.No Comments
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April 12, 2013RIA Sentiment Inches Upward — But SlowlyEurope and the sequester still keep confidence from soaring.No Comments
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April 12, 2013Special-Needs Planning Earns Special CompensationHelping support people who may not be able to support themselves pays "emotional rewards."No Comments
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April 11, 2013Oh, No! My Client Read the Business Section!Global financial crises don't usually warrant portfolio shifts.No Comments
