What Financial Advisors Are Reading This Week

6th Jul 2016

female and male financial advisors reading

Are You Wealthy: Questions for the industry and Our Clients

Patricia Angus explores what it truly means to be “rich” and her concerns about the way in which private wealth advisors address the questions of wealth, family, success and society.

Via Wealth Management

11 Portfolio Solutions for Retired Investors

Here are questions retirees are asking about their various retirement accounts and the assets within them — and the advice they’re hearing back from financial advisors. What retirement plan questions are your clients asking?

Via Kiplinger

Advisors to Clients: Don’t Hide the Wealth

Studies say that $1 trillion will pass to the next generation every year for the next 50 years. Financial advisors who have worked hard to establish their firms may experience flux because some 90% of children who receive an inheritance will not keep their parents’ financial advisor.

Via Financial Planning

11 Tips for Overwhelmed Executors

Because executors of estates shoulder a great deal of responsibility, trusted professionals familiar with the process are the best choice. But in many cases, the deceased’s closest family member is assigned this duty without regard to whether they’re actually suited to have this responsibility. Here’s a checklist of responsibilities that your clients who become executors should consider.

Via Wealth Management
5 Challenges Facing the Next Wave of Retirees

New research from the Investment Management Consultants Association finds that 92% of financial advisors’ clients are 40 or older, which means there is plenty of demand for retirement planning. IMCA addresses several specific challenges that future retirees and their advisors will face. Here are five of those challenges.

Via Think Advisor

Traditional FAs Miss Out by Ignoring Less Wealthy

American consumers are increasingly using financial advisors but many traditional wealth management businesses leave out the less affluent at their own peril, according to a recent report. In 2015, 37% of U.S. consumers worked with financial professionals such as certified financial planners, brokers, investment advisors and private bankers, compared with the 34% who did so in 2013.

Via Financial Advisor IQ

 

Dedicated DB@ DedicatedDB

The latest Secrets of the Self-made! https://t.co/VA6E4CLyCP Thanks to @WAO_CPA @DeartonHector @CountingWorks #smallbusiness #business

8:35 PM 10 December 2018

Dedicated DB@ DedicatedDB

Why do people fail with their personal finance? They need to change their behavior https://t.co/MhiVy0ypP2

4:41 PM 5 December 2018

Dedicated DB@ DedicatedDB

Learn how more doctors are working telecommute -- and earning side income, opening defined benefit plans https://t.co/f61djwU6el #retirement

11:21 PM 3 December 2018

Dedicated DB@ DedicatedDB

The latest Secrets of the Self-made! https://t.co/b3I1DCOZjE Thanks to @Tees_Business @vandrewattycpa @BIConline #smallbusiness #smallbiz

8:35 PM 3 December 2018

Dedicated DB@ DedicatedDB

What George H.W. Bush Leaves Behind (And Who Steps Up To Inherit) https://t.co/ftbUgz9z6O

6:38 PM 3 December 2018

Dedicated DB@ DedicatedDB

Advantages of Defined Benefit Plans for Board Directors https://t.co/4rF13gJZkA https://t.co/y1vsGE9Cat

4:33 PM 30 November 2018

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