Key Takeaways High-net-worth clients often expect support beyond portfolio management, including help coordinating wealth transfer, estate planning, trust services, financial planning, and investment management. Cerulli...
As a financial advisor, you’re often expected to be a guide through every phase of your clients’ financial lives. Whether it’s a large tax bill, tuition, or a real estate closing, clients often need fast, flexible access to liquidity.
Over the past 2+ years the Fed consistently raised rates from a low of 0%-0.25% in the pandemic to 5.25%-5.5% by summer 2024. While this period of high and rising rates attracted a lot of client interest (and flows), it’s starting to come to an end. The Fed…
Do you know the most common liquidity pitfalls for advisors and key discovery questions to help you form a strategy that fits the unique goals of your clients? This blog takes a quick look at mistakes financial advisors sometimes make when helping their clients navigate the need for…
In the world of finance, the spotlight often falls on investments like stocks, bonds, and real estate. While these assets undoubtedly play a significant role in building wealth, one crucial aspect often overlooked is cash. Contrary to popular belief, cash is far from a stagnant, idle resource. In…
No two recessions are alike, yet many repercussions for employers, investors, and financial advisors are similar:
As the role of financial advisors evolves beyond pure investment management to increasingly holistic financial planning, solutions like SBLOCs have grown in popularity by allowing advisors to expand their guidance and offerings and deliver potential benefits to clients and advisors alike.
Have you ever heard someone say, “There’s many a slip between cup and lip?” Even if you haven’t, you’ll likely recognize the truth behind it. This old maxim highlights how life has a way of stealing expected outcomes, which is certainly true in the financial services arena where…
As we mentioned in a recent blog post, the financial planning industry is always evolving, but one thing that remains constant is the best method for advisors to differentiate themselves from competitors: offering trusted advice. This is especially true for advisors looking to move upmarket or retain a…
