For decades, you’ve been advising your client to legally hold some of their assets in an offshore account, and suddenly, someone leaks a treasure trove of “secret” information about legal and illegal tax shelters, not unlike the...
C-suite investors are interested in working with advisors to engage in complex planning and investing, but they expect more give-and-take than the average client.
A recent study by Spectrem Group surveyed 629 senior corporate executives (SCEs)...
In 30 years as an advisor, manager, player and coach, I have seen what works. With no attempt at being comprehensive, here are 21 insights...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). Our August 2016 research finds that elite teams lost an average of 1.4 clients last year compared to 3.8 for non-elite teams. There are some...
Over the last 11 years I’ve attended and participated in dozens of conferences and break-out sessions on the topic of M&A within the wealth management industry. When I am speaking or as a panel member, I often kick the session off with...
In recent years a major focus for employers has been pension risk management. For those companies that sponsor a traditional pension plan, one of the most common strategies is offering a “lump sum window” to terminated employees who...
Two thumbs up to his economic team. | Copyright Joe Raedle, Getty Images.
Donald Trump's campaign announced its 13-member team of economic advisors, and the list includes a number of uber-wealthy personal friends and business associates of the...
An alternative ... investment. | Copyright Scott Olson, Getty Images
The government’s most recent GDP figures provide a gloomy outlook for the year; GDP grew a measly 1 percent in the first half of the year, according to CNBC. But a new report...
Social media and mobile technology have become simple facts of life for the vast majority of Americans; wealthy clients are no different. They like Facebook and increasingly want to watch online financial videos. What they don’t seem to want to d...
