Elliot M. Kass

All Elliot M. Kass' Stories
As boomers increasingly retire, both advisors and clients will have to make adjustments and brace themselves for deep impact.
Itís not just clients; advisors too are anxious that the good times wonít continue.
Multi-alternatives are a relatively new fund category that can replicate a large variety of strategies without requiring the costly minimums and fees that usually come with alternatives.
Some advisors are blending their personal and professional lives to boost their business.
The co-author of "The Trusted Advisor Fieldbook" describes how advisors can win, regain and keep their clients' trust.
Every client-facing industry has embraced social media with both arms -- except wealth management. Advisors and firms need to catch up.
From the courthouse to the wirehouse, Racquel Oden has blazed her own path. Now she's helping new advisors find theirs in her new role as head of Merrill Lynch's training program.
Attorney, author and financial fraud expert Kathy Phelps offers advice on how to protect clients from falling victim to a Ponzi scheme.
Beset by a graying workforce, an aging clientele and a shortage of young talent, the wealth management industry is at long last changing course.
A Morgan Stanley wealth manager first learned about financial planning and client service working in her grandfather's restaurant.
A run down of stories in this issue, including our annual compensation round up.
The number one Social Security strategy is maximizing both spousesí benefits. Here are two ways to help clients do this.
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Oct 14, 2015
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