By linking the updating of an estate plan to certain inevitable life milestones (both positive and negative), advisors can ensure that their clients recognize the importance of keeping things up to date.
Welcome to the May edition of the Riskalyze FinTech Review, where we give a snapshot of the month's technology news for advisors, and judge the merits of said news with a quick thumbs up or thumbs down.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More
A charitable lead trust (CLT) is a valuable estate-planning tool that may be overlooked in crafting a client's estate plan. When clients are charitably inclined but want to balance philanthropic goals with a desire to provide for their family, a CLT is the perfect tool to consider....More