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.
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.
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.
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.