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December 28, 2016

New Year's Can Strengthen Advisor-Client Ties
Gadfly, wet blanket, chess player: periods of change inspire some FAs.
In Risk Tolerance, Education Trumps Assessment
Even experienced investors misunderstand risk tolerance, advisors say.
FA Websites Must Be Engaging, Tailored and Secure
Advisors need to stay away from templates and focus on initiating contact.
Major UHNW Charitable Donations at Record High
Individuals with $30m-plus donate an average of $29.6m over their lifetime, study finds.
FAs Concerned They Should Diversify Bond Allocations
There's concern around how fixed income holdings will fare in this changing environment.  Video [ 5:03 ]   Transcript  
ThinkTank: Investing