Updated Friday, July 31, 2015 as of 9:23 AM ET
Portfolio Losers: How to Help Clients Who Won't Let Go
Clients often resist their advisors when it comes to selling losers in their portfolios – especially when it means a larger tax bill. Here's how to loosen their grip.
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If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning. more »
To appeal to this demographic, this advisor focuses on technology, fee structure and building a strong online presence. more »
By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later. more »
Holding special events and activities for clients can strengthen relationships with wealthy individuals in your business, as long as advisors keep within compliance. more »
Women over the age of 65 are twice as likely as men to live in poverty in retirement because of lower wages, more time spent out of the workforce and lack of access to retirement savings plans. more »
The key to success for young adults struggling to build wealth in the aftermath of the biggest economic downturn since the Great Depression may come down to a familiar bit of advice: Mind your elders. more »
As waves of Americans reach retirement age while dementia and scams are on the rise, advisors need to implement training and reporting mechanisms to protect vulnerable clients. more »
The Camardas' suit was prompted by board’s disciplinary policies; experts call on judge to reveal his reasoning for the good of the planning profession. more »
Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates. more »
A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters. more »
Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it. more »
Advisors with older clients should watch for these signs that a client may be in trouble. more »
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