See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
There are an estimated 3,000 single-family offices (SFOs) based in the United States1 and, according to a recent survey by the Wheaton, Ill.-based association Family Wealth Alliance, the number one concern for many is sustainability: Will the...
The recruiting frenzy among regional firms for breakaway wirehouse brokers is still going strong. Robert W. Baird, Commonwealth Financial and RBC Wealth Management announced recruiting coups.
Tension seems to be increasing between U.S. and Swiss officials who are trying to hammer out a settlement between the U.S. government and Swiss firm, UBS, regarding the names of 52,000 American clients of the firm. UBS retail financial advisors...
Back in the Great Buying Panic of the late 1990s, I once asked a financial advisor what his biggest problem was. His response: “Managing client expectations.” This question was posed in the summer of 1999, the year the Nasdaq Composite...
Move this to the top of your to-do list: Call clients to arrange a digital audit so that together you can plan for all their passwords, online accounts and digital property