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.
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.
Viewing a client's total wealth helps advisors build better portfolios. David Blanchett, head of retirement research at Morningstar, explains why advisors must consider human capital, real estate and other risk factors to build truly diversified portfolios.
American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. This effectively creates a glide path within a glide path that can help lower volatility while maintaining the long-term opportunity of equity exposure.
Take an in-depth look at why the case for emerging markets remains strong. American Funds examines investing in this terrain, with a focus on developing-world companies that have consistently paid dividends. Emerging-market dividend payers have generated superior returns and lower volatility compared to the MSCI EM Index.
Today's investment environment requires a truly global perspective, a vision that takes into account the changing nature of the world's economies and markets. We believe an additional way to look at companies, and evaluate portfolios, is to consider where companies do business, not only where the companies get their mail.
Succession planning is more than maximizing value when its time to sell. Its about ensuring continuity of client service during unexpected events, building equity over time, acquiring other practices and more. LPL has helped thousands of advisors plan for the future. And we can help you too. Download our exclusive white paper to learn the primary components of a smart, strategic and comprehensive succession plan.
Financial advisors today have an unprecedented number of options. Sophisticated technology and increased access to financial products make it easier than ever to explore independence. An expanded array of registered investment advisor (RIA) business models has enabled advisors to look beyond traditional wirehouses and independent broker-dealers (IBDs).