Connecting With Clients' Children Off-to-college meetings can help advisors strengthen relationships with the next generation of potential clients. Advisor Erika Safran reveals a few things she makes sure to discuss.
Were Focusing on Baby Boomers Retirement Pat OConnell, EVP of Ameriprise Advisor Group, says the firms goal is to structure the portfolios of its baby boomer clients to last thirty years or longer in retirement.
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Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.
This interactive tool provides you the ability to evaluate independent broker-dealers. The data was compiled from Financial Planning's annual broker-dealer survey and reflects performance for 2012. Use the pull-down menu to view information on total revenue, fee revenue and commission revenue. Click any column head to re-sort the list. Compare up to four firms by checking the box next to the firm's name and clicking the Compare button. Click on a company name to access contact information.
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