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.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
From the breakthrough performance of 'robo advisors' to Schorsch's big grab, the advisory industry has seen major changes in 2014. Here's a look at the most important events and trends pushing the industry forward this year.
As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit. more »
Should small and midsize RIAs be required to have a succession plan in place for their firms? State securities regulators are asking for input from practitioners as they wrap up the rulemaking process. more »