Updated Monday, October 20, 2014 as of 7:16 AM ET
Online RIA Sets Sights on Mass Affluent
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.
More in Client
With the number of independent workers on the rise, advisors need to know about the distinct issues that they face. more »
Wealthy clients need help raising kids who’ll value community well-being and financial stewardship. Here’s how advisors can help. more »
Discussing his experience disclosing a cancer diagnosis to clients and other challenging planning scenarios, an ethics consultant offers a number of surprising lessons for advisors. more »
A workshop on an approach that some say goes far beyond classic principles, gives international players a taste of the process. more »
This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say. more »
Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions. more »
In which the author takes a pair of popular assessments and finds he’s not as daring as he thought he was. more »
Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications. more »
Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security more »
Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank more »
Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board. more »
Want to know what matters most to the people who make your business run? Here’s how to set up a panel to get better client feedback. more »
3 things every spouse must know about Social Security; Top retirement expense is your home; Financial simplicity should be a retirement priority more »
Top 10 Dividend-Paying Stocks of 2014
The October Issue is now online!


Industry Events

October 21, 2014 |

October 27, 2014 | The Mandarin Oriental, Boston

November 4, 2014 |

December 2, 2014 |

January 19, 2015 |

Already a subscriber? Log in here