Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
This interactive tool gives you the ability to evaluate independent broker-dealers. The data was compiled from Financial Planning's annual broker-dealer survey and reflects performance for 2013. Use the pull-down menu to view information on total revenue, fee revenue and commission revenue and more. 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.