Weekly Round Up of Wealth and Business News

17th Nov 2015

Secrets of the Self-made

Wealth Management Poised to Boom— In Segments

The wealth management business is on the cusp of an explosion. But in their drive to capitalize on growth projected at 60% over the next 15 years, wealth managers need to be sure they’re not pursuing one generation at the expense of others.

Via Benefits Pro

Citizenship Shopping for Affluent Investors
Citizenship shopping has become a growing trend as more wealthy individuals are looking around the globe for a “home” that will give them better passports and tax treatment. Will your clients be leaving?

Via WealthManagement.com

Supersavers’ Focus on the Goal
Dedicated supersavers are committed to saving an amount of money that they say will support their lifestyle in retirement and they never stray from achieving that goal.

Via New York Times

All That Glitters: What Happens When IRA Clients Want to Hold Gold?
Advisors are fielding an increasing number of client questions about owning gold in their IRAs as clients commonly see gold as a safe-haven of sorts whenever there is market volatility. Here are some basic rules so you can be ready for those questions.

Via Financial Planning

Working Longer for More Savings? Don’t Count On It
While staying in the workforce to make up for a retirement savings shortfall has significant financial benefits, advisors say this strategy shouldn’t be considered a solution as unforeseen circumstances could sideline clients earlier than expected.

Via Investment News

 

Dedicated DB@ DedicatedDB

34-year-old self-made millionaire says budget holds you back from saving money via @CNBC #selfmadehttps://t.co/81Y9H8lWZj

1:02 AM 23 February 2019

Dedicated DB@ DedicatedDB

6 ways advisors can protect themselves and clients from tax scams via @wealthmanagement #advisors #taxes https://t.co/KQWEgCmwQp

11:15 PM 22 February 2019

Dedicated DB@ DedicatedDB

More physicians are working as tele-doctors, earning high income and opening defined benefit plans to reduce taxes https://t.co/Ee3LLYjUrY

10:45 PM 22 February 2019

Dedicated DB@ DedicatedDB

Here’s what wealthy families need to know about the new tax law via @FAMagazine #taxlaw #taxreform #TCJA https://t.co/4cGvlClpzN

9:39 PM 22 February 2019

Dedicated DB@ DedicatedDB

How 199A deduction has changed retirement planning for small business owners via @forbes @retirementriskshttps://t.co/hHNmgMCxUh

10:28 PM 21 February 2019

Dedicated DB@ DedicatedDB

Tech giants Google and Amazon are looking to capture financial services via @finplan #wealthmanagementhttps://t.co/5Yx83zzAiT

9:30 PM 21 February 2019

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