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The global wealth management business has climbed to record highs, but pricing continues to be an Achilles ’ heel for the industry, according to a widely anticipated new study from The Boston Consulting Group released yesterday (Tuesday, May...
Once you’ve decided you are moving and have selected a new firm, your focus will naturally turn to your clients. Will they agree to follow you to your new digs? Which ones do you want to come with you? How should you tell them about your...
Independent broker/dealer Financial Advisers of America has reorganized its senior management to support the firm’s growth and allow senior executives to focus on recruiting advisors. The firm’s former CEO Ken Johnston is now chairman...
It’s an opportunity that ultra-high-net-worth households in the United States have never seen before—the chance to give away up to $5 million over the course of their lives, tax-free. Yet a good number of them are passing it up, some...
Not long ago, Chad Nehring did something he hadn’t done for 12 years: He took a real vacation. Although Nehring runs his Appleton, Wis.-based practice, Conceptual Financial Planning, with a partner, he bears most of the responsibility for...
Clients that have just come into new money—bequests, lottery jackpots, lawsuit settlements, among others—can provide a challenge for financial planners, but it’s up to advisors to anchor these clients and keep them stable, said...
Morgan Stanley is in the process of testing a pilot program that would allow its financial advisors to interact with clients and others on social media websites Twitter and LinkedIn through pre-approved public updates and private LinkedIn emails...
The political battle over Medicare's future should concern any financial adviser helping clients plan for the cost of health care in retirement. But no matter how the fight ends, rising health care costs pose a threat to your clients' retirement...
There are plenty of generous grandparents out there who would love to help their grandchildren with their college costs. While that’s a wonderful instinct, the last thing that parents want is for grandma and grandpa’s generosity to...
As more wealth managers and multi-family offices outsource their investment decisions to third party asset managers, these assets managers are coming under greater scrutiny—and not just for their investment performance...
