Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Clients Rate Top Financial Services Firms in 6 Categories
By Emily ZulzA new Hearts & Wallets report measures customer trust and loyalty, the intent to invest more and intent to recommend.
November 15, 2017
How Do You Beat a Robo-Advisor? TrustSuccessful financial advisors must have the trust of their clients, an MIT economist says.
October 20, 2017
2 Biggest Reasons Clients Trust Their AdvisorsVanguard assessed 32 skills, practices and behaviors for their effect on client trust. Interestingly, financial planning ability barely cracked the top 10.
October 05, 2017
‘Trust in the Company’ Is Top Driver of Investment Decisions: EdelmanInstitutional investors are looking for companies that take a stand politically and treat their employees and customers well, Edelman Financial Communications found.
September 27, 2017
How 4 Big US Banks Stack Up With CustomersJPMorgan, for one, is popular with millennials, Brand Finance reported.
September 12, 2017
Planning for the Suddenly Wealthy: Call In the SWATT TeamComing into money can be both a blessing and a curse. A team of professional advisors can help the newly wealthy avoid negative consequences.
August 28, 2017
The Hidden Risks of Holding Assets in Trusts and LLCsIf there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.