Advisor's Edge November 2018 cover

November 2018

Advisor's Edge

These wealthy clients haven’t planned for the future

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

What to look for when analyzing statements

Examining an alternative to trusts

Why this feat is so difficult

Adapting process and culture to survive in the age of tech

New rules mean taking steps before Dec. 31

“I try to maintain a 200-household limit"

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

A tax tale of two benefits at death

This term has deep roots

You may be the first person she’s told

Politics and investment in the oil-rich state

A wife worries about her husband's extravagant gifts

Advisory challenges of financial abuse and dementia