Client engagement

How to discuss underperformance — real and perceived Fallback Image Decorative pattern

Planning and Advice

How to discuss underperformance — real and perceived

Clients sometimes mistakenly think their investments are underperforming—typically a result of using the wrong benchmark. Other times, your advice doesn’t work as expected and portfolios actually do fall short. Here are some examples of both cases, and how to handle them.

By Bryce Sanders |June 17, 2014

3 min read

How to deal with client complaints Fallback Image Decorative pattern

Industry

How to deal with client complaints

Advisors should prepare themselves for a new way of handling clients’ problems, because OBSI’s dispute resolution service will be mandatory as of August 1.

By Jonathan Heymann |June 16, 2014

4 min read

The ABCs of cash flow planning: X is for eXcited Fallback Image Decorative pattern

Planning and Advice

The ABCs of cash flow planning: X is for eXcited

Each week, we look at the ABCs of cash flow management.

|June 16, 2014

2 min read

6 tips for estate planning success Fallback Image Decorative pattern

Estate Planning

6 tips for estate planning success

At least $1 trillion could soon change hands as baby boomers age and begin to leave their assets to younger generations.

By Staff |June 11, 2014

2 min read