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Prepare for a Family
Meeting
With all the anticipation of a large transfer of intergenerational
wealth, a lot can be at stake for advisors presiding over high-net-worth
clients at these meetings.
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Retaining the Next Generation of
Clients
Here's one uncomfortable stat for advisors: 90% of assets transferred to
the next generation don't stay with the existing advisor. When it comes
to your roster of clients, how do you plan to change that?
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Millionaires Saw Most Investment Gains
Last Year
Millionaires saw the most gains to their investments this year and are
more willing to invest in real estate than other investors, according to
a new survey from Morgan Stanley Wealth Management.
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Do Estate Planning Trusts Need
Fixing?
Several estate planning products were built to address concerns about
paying federal estate tax. However, the tax law passed earlier this year
may have made these products moot. Advisors need to react before angry
clients start calling.
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