One of the most challenging conversations for a financial advisor to have is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
One of the most challenging conversations for a financial advisor is getting a married couple to agree on a financial plan. Husband and wife may have very different views on risk, as well as spending and saving priorities.
After pulling through the financial crisis, smaller family offices in particular are taking a hard look at their future. And they are realizing that while they may not want to, nor have to, close up
shop, they also may not be able to thrive in a challenging environment of uncertain markets and more complicated regulations—unless they change something about the way they operate.
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More