Updated Friday, October 31, 2014 as of 2:32 PM ET
What Ultra-Wealthy Clients Really Need
Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands.
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Financial advisors may need to alter the traditional way they view investors’ safety zones. more »
FINRA's Enforcement Department alleges that the registered rep issued and distributed unauthorized ATM cards as part of a scheme to steal customer funds. more »
Pension funds consider reducing hedge fund investments; Divorce after 50 complicates retirement planning; Easing into your retirement role more »
Looking at the range of services received by clients in all advisory channels, traditional wirehouses take the lead in catering to high-end client needs, according to research from Cerulli Associates. more »
An extra step to protect inherited IRAs; What you’ll pay in the Medicare part-D doughnut hole; How much longer to you expect to live? Think again. more »
The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets. more »
With mortgage rates at new lows, is it time for clients to refinance? more »
What you should know about Social Security; How late-life marriage can hurt your retirement security; Don't let the market downturn do you in more »
The October Issue is now online!


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