Welcome to Financial Advisor IQ
Follow

May 8, 2013

For the Mass Affluent, a Bequest Can Wreak Havoc
Advisors sometimes fight an uphill battle to keep clients' money safe.
As the Advisor Pool Shrinks, Costs Balloon
Retirement and career change are also having an impact on assets.
Want More HNW Clients? Move to Tokyo
A research firm ranks the world's cities for their share of millionaires and billionaires.
To Avoid a New Tax, Small-Biz Owners Must Stay Active
If the IRS sees them as passive investors, they'll pay the health care surcharge.
Video
A Talk With UBS's U.S. Head of Philanthropic Services
Only 8% of advisors engage with families on a topic that has huge potential for relationship-building.  Video [ 5:16 ]   Transcript  

Topics