Planning and Advice

6 traits of highly successful advisors

Client retention is one of the least-understood aspects of being a successful advisor.

By Staff |January 14, 2014

2 min read

Global equity appeal stronger than ever

Low interest rates. Longer lifespans. Slow economic growth. A government that’s tightening its belt. Are the retirement challenges of the New Year—and plenty of years to come—any different from those of the old one?

By Sadiq S. Adatia |January 14, 2014

5 min read

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read

Which clients will jump ship?

Set your fees wisely and pursue wealthier clients to keep book turnover down, says a report by PriceMetrix.

By Staff |January 13, 2014

2 min read