How indexed investments are responding to client needs
Are enhanced-index ETFs counterintuitive or smart investments?
When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some high-impact ideas for a lasting impression.
If you co-sign your child’s mortgage, you’re held legally responsible if he or she fails to make payments.
Could a misdiagnosis put your client’s CI policy at risk?
Karen is a single, 60-year-old retired executive with several million dollars worth of assets. Her twin daughters, Sarah and Leigh, are both pregnant. She wants to make sure her daughters and future grandchildren are taken care of, but is unsure how to leave money to unborn children.
Borrowing to invest in a new company is risky, so ensure the likely return is worth the immediate financial risk. Also, this is one of those client interactions where the advisor won’t make money, and may even lose some assets under management if Katerina chooses to redeem funds or equities to create the seed capital.
Jennifer didn’t understand the full impact of co-signing and has little time to resolve the problem. The advisor must scramble to find a solution.
George and Ann pay bills in full and on time, so when a collections department called, they assumed it was an error. But George kept receiving calls from credit-card companies he’s never done business with.