When it comes to retirement planning, most clients fail to realize that their children have a significant role to play on their “retirement team.” While addressing their kids’ needs is a core element ...

It’s a prospect base advisors know all too well – clients’ children – and one whose business is not easily earned, so much so that many professionals don’t really try. Less than one in five affluent ...

Each week, the Barron’s Advisor Big Q asks pros in the wealth management industry to weigh in on a specific question. The questions can relate to investing, planning, running a business, or anything ...

In order to retain the business of a family’s next generation, Coldstream Wealth Management treats them as clients before they actually are. The establishment a relationship with clients' children is ...

Certain topics are traditionally considered off limits for discussion, even among family — these are often complicated subjects, like death, sex, money, religion and politics. Processing Content But a ...

If so, you’re not alone. One of the most common concerns, Jordan McFarland, certified financial planner at SageSpring Wealth Partners, hears from his wealthier clients is that significant wealth could ...