of the May Issue:
Rules for Real Estate Investing
Real estate investing is not for everyone -
but for interested clients, a good planner can make all the
Goodbye to Bad Clients
For a variety of reasons, advisors sometimes
need to cut ties with clients. Here's how to make a clean break.
Way to Wow a Client
You know you're supposed to provide great
client service. Is anybody telling you how to do it?
Secret? It's Preparation
Conventional wisdom is often wrong about
what it takes to achieve great results.
Take on Trust Strategy
Tax changes may affect investing ideas about
bypass trusts, grantor trusts and other estate planning steps.
Stocks Really More Volatile Now?
The stock market has been more erratic in
recent years - but not as much as you might think.
Investments With the Best Payoff
Some nontraditional investments can provide
valuable diversification in a portfolio. But choose wisely.
Tips for Teaming Up
Takeaways from Envestnets Advisor Summit
Challenges For Advisors Working with Gen Y