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.
The bond markets have provided better-than-expected results this year as interest rates have fallen, but with fewer opportunities among sectors, investors should look for more modest returns in coming months.
Succession planning requires thoughtand time. But when done correctly, it can help you realize the full potential of your business and assure your clients that their futures will remain a priority. LPL offers you the support and guidance to help put a sound succession plan in place.
Our white paper helps you understand the obstacles to succession planning and how we can help you overcome them.
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.
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.