Advisor to Client

Financial Planning

Leave a legacy with a donor-advised fund

Donor-advised funds let givers have flexibility to establish their legacies.

By Elaine Blades and Malcolm Burrows |January 31, 2014

2 min read

Financial Planning

Conversation starter – Planned giving

A wealthy client has expressed interest in making a substantial gift to charity. Ask her, ‘What causes matter most to you?’

January 30, 2014

1 min read

Investing

Trade shares the right way

Why knowing when to sell is just as important as knowing when, and what, to buy.

By Susy Abbondi |January 29, 2014

3 min read

Estate Planning

Who will buy my company?

There are three kinds of buyers who will be interested in your company.

By Mark Groulx |January 28, 2014

3 min read

Investing

Be a confident investor

While you’ve taught your clients the fundamentals of investing, it’s important to reinforce the knowledge you’ve imparted—especially with newer accounts.

By Staff |January 28, 2014

1 min read

Tax

Conversation starter – Transferring frozen assets

Ask business-owning clients who they plan on leaving their preferred, “freeze,” shares too.

January 27, 2014

1 min read

Risk Management

Conversation starter – Avoid these 5 estate administration mistakes

Ask business-owning clients, ‘Do you have a plan to protect your wealth?’

January 24, 2014

1 min read

Financial Planning

How to recover from bad financial advice

What happened when a client lost half her portfolio

By Dean DiSpalatro |January 24, 2014

3 min read

Financial Planning

Conversation starter – Leaving a lasting legacy

Need to break the ice with clients about their legacies?

January 22, 2014

1 min read

Financial Planning

Plan for special-needs adult children

There will be a time when you’re no longer around to support your special-needs children. But you can plan for their well-being.

By Staff |January 20, 2014

2 min read

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