Wealth management

It has taken me eight years of conscious work to be able to discuss this topic so frankly.

“We have to have a roadmap for how to deploy capital in this environment,” says the global head of alternatives for the firm’s asset management arm.

A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

The rout in Asian equity markets this year has not been for the faint-hearted.

The firm had intended on increasing some grid thresholds by about 10%.

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

Asset managers may need to reassess the assumption that’s become widely held in recent years: that inflation is dead.

In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

Turning loss into profit in down markets can seem like magic to some clients.

The problem was from a bug related to an external software provider.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

The Secure Act eliminated a popular retirement planning feature. Here are strategies to help clients mitigate the tax hit.

Seeing the size and variation in average returns among a variety of asset classes offers perspective for those who are anxious.

The world’s 500 richest people have lost almost $1.3 trillion since the start of the year.