Advising the Wealthy: It's a Whole New Game

Until recently, the wealthy had plenty of reasons to feel good about the growth and value of their net worth

May 06, 2009

Resources

The financial crisis has proven many of the underlying assumptions of wealth planning wrong. Clients are shaken.

What should advisors be discussing with clients these days?
Better yet: How can advisors actually help clients now?

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist
Mike Jones. Hear what they have to say.

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TAGS: Research / WMIQ

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