New asset class threatens advisors
It’s a disturbing trend among ultra-high-net-worth investors that threatens to limit the amount of investible assets they hand over to advisors.
Star-studded judges lined up for Wealth Professional Awards
The nominations for Wealth Professional’s biggest night of the year close March 31 and we couldn’t be happier with the five industry pros we’ve selected to vet all those in the running for one of the 20 awards up for grabs June 5.
Make the next ‘Sid the Kid’ your client
Advisors would do well to follow the lead of recruiters who are actively pursuing Lebron James’ 10-year-old son, anticipating his inevitable rise to stardom and financial success.
The case for why professional women need advisors
The latest stats about women in the workforce are raising concerns about their financial horizons without the expert guidance of advisors.
Advisors, you have to read this
Industry veterans and rookies alike will gain a new respect and pride in their profession by picking up this recent release by former Merrill Lynch executive Win Smith Jr., who sat down with WP.
Another Ponzi scheme rears its ugly head
Investors thinking they were buying into the foreign currency exchange market got something altogether different resulting in serious losses and providing another reason why advisors are worth retaining.
Here's a good example why your client needs you
Your clients are inclined to place too many eggs in one basket, but a stock's dramatic collapse is offering a cautionary tale you can use to sell your expertise.
CRM2: Two family office titans speak out – Part Two
In the second of two parts, Pangea Private Family Offices CEO Declan Ramsaran follows Northland Wealth Management CEO Arthur Salzer’s comments from yesterday on CRM2. Advisors might want to pay attention.
Are advisors letting down lottery winners?
Lottery winners who suffer from “sudden wealth syndrome” lose most of their wealth within three years, a problem advisors have a very difficult time preventing.
Client philanthropy means big dollars... for advisors
For those who think charitable giving is all about tax savings and nothing more — think again. Having a dialogue with your clients is increasingly good business.