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.
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.
The children of your clients can offer your practice new sources of revenue and growth. They are also in line to inherit a significant amount of money in the coming years.
While this group presents opportunity, establishing a relationship with them presents unique challenges. To efficiently reach this younger investor, you need to plan for them in your overall referral strategy. Download our white paper for new ways to capitalize on this growing opportunity.
In the first half of this year, global stock and bond markets displayed notable resiliency, defying expectations with respectable gains, rising valuations, and progressively lower volatility. In the process, though, risk perceptions have been heightened: Global bond markets are still threatened by the prospect of rising U.S. interest rates over the next year, and a downturn in the aging U.S. bull market could occur at any time.