Big Problem for Billionaire Clients: Who Gets the Family Business?
The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.
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Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty. more »
Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation. more »
Forget about their growing accounts -- that's just one of the reasons Gen Y is a wothy crowd to pursue, say young planners who target this market. more »
Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor. more »
All types of care -- in-home care, adult day care, and facilities-based care -- are getting more expensive. But not all costs are rising at the same rate. See the latest data. more »
The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it. more »
The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors. more »
For advisors whose clients want some of their assets in real property, the current rebound creates both opportunities and challenges. Want to understand these clients a little better? A recent survey took a deep look at investment real estate buyers and identified several characteristics that set them apart. more »
More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement. more »
Banks' customer-satisfaction ratings are at a 10-year high, according to a new study by J.D. Power. The research firm identified the top-rated banks in each region, and found that the postmillennial generation has a thing for the megabanks. more »
Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do? more »
Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit. more »
By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios. more »
11 Creative Ways Advisors Have Changed Their Fees
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