The Client: Special services
-
April 29, 2013Trust Strategies That Work for Pet-Loving ClientsWhen Fluffy and Fido are part of the family, they need a financial plan.No Comments
-
April 26, 2013How to Help Clients Unlearn Celebrity Advisors' LessonsOften, what Jim and Suze recommend doesn't apply.Last Comment: April 26, 2013
3 Comments -
April 25, 2013Advisors Help Clients Plan for DOMA's DemiseTaxes and asset transfers would change for same-sex couples if SCOTUS scuttles the law.No Comments
-
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
-
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
-
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?
No Comments -
April 15, 2013Google Lets Users "Bequeath" Online PrivilegesThe service can help with estate planning in the digital era.No Comments
-
April 12, 2013RIA Sentiment Inches Upward — But SlowlyEurope and the sequester still keep confidence from soaring.No Comments
-
April 12, 2013Special-Needs Planning Earns Special CompensationHelping support people who may not be able to support themselves pays "emotional rewards."No Comments
-
April 11, 2013Oh, No! My Client Read the Business Section!Global financial crises don't usually warrant portfolio shifts.No Comments
