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By Joyce Hanson, AdvisorOne |
August 18, 2011
The market’s wild ride in the last few weeks has created extra work for advisors—who have spent a lot of time reassuring panicky clients about their investments. Here's a roundup of what advisors and other finance professionals are advising clients to do
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By Marlene Y. Satter |
August 1, 2010
David Blain of D. L. Blain & Co., LLC in New Bern, North Carolina, recounts a new client couple who came to him already buried...
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By Marie Swift |
July 15, 2010
In recent months, I've been about building client loyalty and share of mind with prospective clients and clients of influence, or COIs. In the May...
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By Ed McCarthy, CFP |
January 20, 2010
Hedge funds had a good year in 2009. According to the Hedge Fund Research, the HFRI Fund Weighted Composite Index was up 20.04 percent for...
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By Olivia Mellan |
August 1, 2009
Laura Hearn is a private client advisor for RMB Capital Management in Chicago, which manages about $1.2 billion in assets for wealthy families around the...
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By Olivia Mellan |
May 1, 2009
When bad things are happening to people all over the world, stress reactions start to run the show. Panic, rage, conspiracy theories, and other forms...
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By Olivia Mellan |
March 1, 2008
"Am I set for retirement?" the baby boomer client asked his financial advisor in their first meeting. "I've been writing checks for $3,000 a month...
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By Staff Writer |
October 1, 2007
Parents often try to "equalize" distributions to avoid upsetting their children, but you may be able to suggest a different solution that will be more...
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By Olivia Mellan |
July 1, 2007
A while ago, I took part in a committee retreat about teaching communication and counseling-related skills to financial planners. The discussion was sponsored by the...
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By Staff Writer |
July 1, 2007
The vast majority of psychotherapists are money avoiders. If a client brings up the subject of money, therapists often (consciously or unconsciously) deflect the discussion...
