Client engagement

Get young people to talk about money Fallback Image Decorative pattern

Planning and Advice

Get young people to talk about money

When I was a child, my mother never discussed her income, or whether the family was struggling financially. As an adult, I learned this was because she didn’t want me discussing these issues with friends. But I now realize this was a missed opportunity to teach me about money, and for her to explain why it was a sensitive topic.

By Caroline Hanna |March 7, 2014

3 min read

Help a wealthy client who’s lost her job Fallback Image Decorative pattern

Planning and Advice

Help a wealthy client who’s lost her job

One of your wealthy clients tells you her company downsized and she lost her job. She wasn’t given much advance notice, so she’s in shock. She wonders how she’ll pay bills, and is worried about her future. How can you help?

By Rosemary Smyth |March 7, 2014

2 min read

Will you pay for privacy? Fallback Image Decorative pattern

Economic Indicators

Will you pay for privacy?

Privacy is becoming a luxury good, says Julia Angwin in the New York Times. She spent more than US$2,200 trying to protect her privacy last year.

By Staff |March 5, 2014

1 min read

Advisors must embrace tech to succeed Fallback Image Decorative pattern

Planning and Advice

Advisors must embrace tech to succeed

Ensuring your office runs smoothly and clients are happy is important to your practice’s well-being, but 54% of American financial advisors don’t have the processes and technologies needed to deliver, finds consulting firm SEI.

By Staff |March 5, 2014

2 min read