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These Mega Trends Are Changing the ‘Personal CFO’ Model
The “personal CFO” model has long been a familiar client service framework, in which the financial advisor serves as the hub ...
Pat Bowlen's 'Dead Hand' Guides the Denver Broncos
Pat Bowlen, the flamboyant and well-respected owner of the NFL’s Denver Broncos died at age 75 Thursday evening, according to ...
The Importance of Documenting Clients' Art Collections
Documenting an art collection may seem daunting, particularly where a collector has not been diligent in the past and views ...
Lightyear's Wealth Enhancement Group Acquires $1.3 Billion Hybrid
Wealth Enhancement Group, a $11.3 billion wealth manager expanding throughout the country, said Thursday it acquired a firm ...
Massachusetts Seeks Comments For Its Own 'Fiduciary Rule'
The Office of the Secretary of the Commonwealth of Massachusetts is seeking public comments for a state regulation that could ...
Under Discussion: No Client Under 30 Should Own Bonds
Conventional wisdom has it that investors should have both stocks and bonds in their portfolio, with a baseline weighting of ...
Wealth Advisor Interviews: Questions Clients Should Ask
A successful estate plan will often require as its foundation a successful financial plan. For example, with longevity risk ...
Connecticut Overhauls Its Trust Laws
Historically, Connecticut trust law has been founded by sparse statutory rules and inconsistent, antiquated cases. When ...
Client Gifts for Maximum Impact
Our data is clear on the power of relationship-building. When you humanize the advisor/client relationship, you tend to ...
Merrill Lynch on Track to Add 47,000 Households in 2019, Sieg Says
Automating tasks saved financial advisors at Merrill Lynch a month's worth of work last year, freeing up more time for ...
Most Advisors Don’t Enforce Minimums
Traditional financial advisors often struggle to serve small-account clients because the preparation and execution of their ...
Rockefeller Capital Management Opens L.A. Office
Rockefeller Capital Management, the wealth manager born from the Rockefeller & Co. family office, hired a 30-year brokerage ...