Planning and Advice

Tablet offers more features for advisors

If you’re shopping for a BlackBerry PlayBook, the new version has more features relevant to advisors.

By Kevin Cork |April 19, 2012

3 min read

Ask clients about cross-border activities

As soon as clients mention U.S.-sourced income, advisors need to recommend consultation with a cross-border tax expert.

By Lisa MacColl |April 18, 2012

5 min read

Check in more often

There are several reasons clients don’t reach out—they’re happy to be uninvolved, never get around to it, or are wilfully ignorant (which often happens when times are tough).

By Stuart Foxman |April 18, 2012

3 min read

Where to find wealthy prospects

Advisors often wonder where they can find wealthy clients. It turns out, they’re all hanging out on social media, with rich investors spending an average of 9 hours per week on their phones, 12 hours on their tablets and 22 hours on computers.

April 17, 2012

2 min read