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The Client: Family wealth/family office


  • September 18, 2017
    HNW Clients Demand Far More Than Investment Advice
    Advisors working with the ultra wealthy must be able to provide complex asset protection and even personal security.
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  • September 14, 2017
    Ex-U.S. Trust, UBS Team Takes $1.5B RIA to Focus
    Advisors cut deal to gain capital for succession planning, growth in ultra-HNW market.
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  • September 14, 2017
    Equifax Hack Could Lead to Phishing, Medical Fraud
    Wealthy individuals may be particularly vulnerable, cybersecurity experts say.
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  • September 13, 2017
    Family Offices Lack Written Successions Plans
    Only a third have written plans and nearly half aren’t ready for the coming generational wealth transfer.
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  • September 12, 2017
    How Should RIAs Offer In-House Trust Services?
    Some firms say it brings them closer to a family office model but the majority outsource.
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  • September 1, 2017
    Want to Know How Your Clients Value You? Ask Them
    Survey your clients on how they view the services you provide and you might find some surprises.
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  • September 1, 2017
    UBS Red Tape Cuts: Real or Lip Service?
    Wirehouse says its focus on giving FAs more local control is paying off big time.
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  • August 31, 2017
    Handling Risk Is Key to Serving UHNW Clients
    Wealthy investors look for advisors who can challenge them, plan for various outcomes and remain calm.
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  • August 29, 2017
    Are Wealth Managers Different from Financial Advisors?

    Few financial advisors offer the kind of comprehensive financial planning offered by wealth managers to clients with complex financial needs, David Kanani, president of Kanani Advisory Group, recently argued in an opinion piece. For starters, most advisors can offer a variety of generally available investment products but only a wealth management team can connect clients to a broader array of options. And where wealth management really stands out from “mere” financial advice is “advanced planning.” Wealth managers can provide clients with wealth enhancement strategies to address liquidity and cash-flow issues and minimize taxes, as well as set up an efficient transfer of wealth to the next generation, according to Kanani. Do you agree with Kanani’s delineation? Tell us why or why not in the comments section below.

    Last Comment: August 29, 2017
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  • August 23, 2017
    FAs Shouldn't Rely on Trust Funds for Client Transfer
    Advisors urged to be proactive engaging with their clients' children.
     Transcript   Video [ 5:09 ]  
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