The Client: Family wealth/family office

• July 20, 2017

  Madoff Scandal Lost Industry $363 Billion

  But financial planners suffered the least.

  Last Comment: July 21, 2017
  2 Comments
• July 12, 2017

  Ex-Merrill Lynch FAs with $1B in Assets Go Indie

  Team hooks up with Dynasty Financial Partners.

  No Comments
• July 7, 2017

  You May Not Have to Fire That Nasty Client After All

  Address them directly about their bad behavior, then let them go if necessary.

  Last Comment: July 7, 2017
  1 Comment
• July 7, 2017

  Affluent Investor Confidence Hits Record Low

  Meanwhile millionaire investors have regained confidence but remain practically bearish.

  No Comments
• June 1, 2017

  Millennials Will Move More Money to FAs

  Affluent Millennials are also more focused on retirement planning than Gen X or Baby Boomers.

  No Comments
• May 9, 2017

  How to Take Advantage of Trump’s Tax Proposal

  Advisors could recommend clients give to charity, defer income and set up a business.

  No Comments
• April 20, 2017

  Help Clients Avoid Charitable Planning Tax Surprises

  Kim Laughton, Schwab Charitable

  Three important points to keep in mind for lowering your clients’ next tax bill.

  Discuss this Column

  No Comments
• April 19, 2017

  In Banking, Wealth Lags Retail in Digital Capabilities

  Relying on ink and paper is no way to compete with nimble non-banks, says new report.

  No Comments
• April 12, 2017

  NBA Star Turns Team Player For High-Profile Clients

  Ex-Portland Blazers player turned FA shares tips on servicing high-profile clients.

  No Comments
• April 12, 2017

  Veteran Advisor is Unapologetically Old School

  FA keeps it traditional because that’s the way his clients and prospects like it.

  Last Comment: April 12, 2017
  1 Comment