Updated Friday, July 11, 2014 as of 5:38 PM ET
Family Wealth Transfer: How Advisors Can Help
Talk about the generation gap: When it comes to planning issues, retirement and wealth transfers, the disconnect between parents and their adult children appears to be getting worse, according to a new study.
Yet the same study found good news for financial advisors: Both parents (61%) and their adult children (57%) report they are more comfortable talking to a financial advisor than to one another about these sensitive issues.   more »
More in Practice Management
Roughly three in four advisors said they were likely to seek out additional support, content or tools related to Social Security in the next year. more »
The news that JPMorgan Chase chief Jamie Dimon has curable throat cancer should remind all banks that medical issues involving executives are something many companies will have to face. Here are four things every bank should remember in planning for such events. more »
When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected. more »
Here are the smartest tips and tricks we’ve heard recently. more »
Advisors are using an array of sophisticated techniques to build engagement with existing HNW clients and garner interest from new ones. Here are 14 ways to win and retain ultra-wealthy clients. more »
Lawmakers asked to back proposal to assist troops, vets with severe money woes with enhanced financial planning services. more »
The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans. more »
Accountants may have some concerns about forming an alliance with you. Be sure that you can understand and address their fears. more »
Rather than expanding the program through referrals from within, the Dallas-based bank is pushing advisors to find new business externally. more »
Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors. more »
Some efforts at innovation just don’t pay off. But if you learn from them, you can make future initiatives more successful. more »
Legislation that aims to help troops facing severe monetary hardship wins in unanimous vote. more »
Reworking a compensation plan for your firm? Ask yourself these questions first. more »
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