High Net Worth

One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight.  Most advisors do it from time to time.  But the best advisors get more “bang for t...

The advisor’s role has expanded to keep pace with changing demands and requirements

The shifting behaviors and attitudes of the under-40 crowd

A collaborative structure to consider

Practitioners need to be aware of changing trends

An effective process drives consistent long-term results

A new study by Aite Group found that firms need to invest more in data management and analytics technology to win a larger share of HNW wallets.

Advise clients to collect their oral histories