Everybody dies. Not everybody plans for it, though. That's where financial advisers come in. Few professionals are as well positioned to offer guidance on this sensitive topic — or to steer clients to specialists such as estate planners or attorneys. Indeed, financial advisers, who meet with clients on a regular basis, sometimes for years, can play a pivotal role in getting them to get their affairs in order long before they face their own mortality.
If such overplayed images as Roman columns, boats, or chess pieces populate your firm's website, it is definitely time for a redesign.
Those of you who custody assets at Fidelity Institutional Wealth Services can now get a discount on Assette EasyReports through Fidelity's Practice Perks Program.
Many financial advisers who attended the Technology Tools for Today conference last week are looking to squeeze as much money as they can from their precious technology budgets.
Roland Greco, an adviser, recently wrote me for assistance in dealing with the mountains of paper in his office.
Financial advisers are scratching their heads as they try to decipher the compliance and regulatory ramifications of a privacy fiasco with Google's Buzz.
