Advisor's Edge November 2018 cover

November 2018

Retirement News

These wealthy clients haven’t planned for the future

Conversations

Clients’ career paths are becoming less straightforward, and you need to adapt

“I try to maintain a 200-household limit"

You may be the first person she’s told

A wife worries about her husband's extravagant gifts

Advisory challenges of financial abuse and dementia

Market Insights

What to look for when analyzing statements

Why this feat is so difficult

Politics and investment in the oil-rich state

Estate Planning

Examining an alternative to trusts

Tips to inspire action so clients ace the task we love to avoid

Industry News

Adapting process and culture to survive in the age of tech

This term has deep roots

Tax News

New rules mean taking steps before Dec. 31

A tax tale of two benefits at death