How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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An estate plan is a delicate and complex machine that, when working properly, can offer your client a great deal of financial and emotional security as he nears the end of his life. However, like any finely tuned instrument, an estate plan is also...
With global assets under management predicted to grow to more than $100 trillion by 2020, asset managers will become more influential and, as a result, will attract increased scrutiny from tax authorities and clients alike.
According to a rece...
Good help is hard to find. | Copyright Justin Sullivan, Getty Images
According to a Genworth study, half of the 1,200 caregivers surveyed said providing care for loved ones took a significant toll on their careers, and 11 percent said they...
We'll take the middle one. | Copyright Matt Cardy, Getty Images
Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understandi...
