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.
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.
Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.
Millions of people in developing countries are moving up, and their spending is moving beyond the basics to the finer things in life. Our quarterly publication, The Long View, explores this remarkable transition and the opportunities being created for companies and investors around the world.
Global bond markets defied consensus predictions in the first half of this year. But with more muted returns expected for the rest of 2014, investors already may have earned the bulk of this years returns. Investors should expect to earn coupon yields
After years of research, the national leaders in Social Security planning have developed a new process to identify and compare optimal claiming strategies, which improves the quality of advice and planning efficiency of the advisor. Download this whitepaper and learn about this patented approach to determining an optimal Social Security strategy for your clients.
Nearly one in four advisors are considering moving their practice within two years.* If youre one of them, youll want a partner who can guide you through the process. LPL professionals have helped thousands of advisors transitionwhether its starting their own practice or joining an existing firm.
To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper Changing Firms: 5 Steps For a Smooth Transition.
When you become a Registered Investment Advisor (RIA), you control your business and can serve clients the way you want. From branding to pricing, youre in charge of key decisions. But with this freedom come additional legal and regulatory responsibilities. The choices you make during your transition will impact your business far into the future. Making thoughtful decisions around partnerships, structure, and insurance is vital to your businesss long-term prosperity.