Added on January 2014 in Other Ideas
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Summary: As high-net-worth investors work with greater numbers of financial professionals and gravitate toward boutique-like service models, such as RIAs, multifamily offices and state-registered trust companies, the pressure is on providers to attract new wealthy clients.
Added on January 2014 in Other Ideas
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Summary: Looking back over the past year in the independent advisory world reveals that sometimes the most important events are those that didn’t happen. Bob Clark, Editor-at-Large at Investment Advisor Magazine shares his list of key non-events for advisors in 2013.
Added on January 2014 in Other Ideas
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Summary:WealthManagement.com asked advisors to submit their resolutions for 2014. Some are business-related, some personal. Some of them may even provide inspiration that you can use for your own practice.
Added on December 2013 in Other Ideas
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Summary: Take note this year of how often your clients’ holiday cards feature their children as the focal point. Children — particularly those still living at home — play a key role in the determining the values, priorities and mindset of their parents.
In fact, wealthy investors with young children share a number of key characteristics, needs and values that set them apart from childless clients and even empty nesters.
Added on December 2013 in Other Ideas
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Summary: Younger women are more interested in financial issues than their older counterparts, but lack to confidence to take action on those interests, according to a study from Allianz Life. As part of its 2013 Women, Power and Money Study, which was conducted in December 2012, Allianz released further data that focuses on the youngest respondents, those between 25 and 34.
