Client engagement

4 tips for handling assets in a divorce Fallback Image Decorative pattern

Planning and Advice

4 tips for handling assets in a divorce

Chances are if one of your clients is getting a divorce, it’s his first time going through a marital split. In that case, he won’t be familiar with what happens to his assets in the divorce.

By Staff |March 13, 2015

1 min read

Europe will have most multi-millionaires by 2024 Fallback Image Decorative pattern

Industry

Europe will have most multi-millionaires by 2024

North America and Europe are among the world’s most developed markets.

By Staff |March 9, 2015

2 min read

Industry, not female investors, needs to wise up Fallback Image Decorative pattern

Industry

Industry, not female investors, needs to wise up

International Women’s Day is March 8, and it’s an occasion we dread at the Advisor office.

By Jessica Bruno |March 6, 2015

2 min read

Should you take back former clients? Fallback Image Decorative pattern

Planning and Advice

Should you take back former clients?

If past clients decide leaving was a mistake, ensure you lay out ground rules for the new relationship.

March 6, 2015

8 min read