Category Archives: Articles

Key Takeaways from Capgemini’s World Wealth Report 2020

Capgemini, a global leader in consulting, digital transformation, technology and engineering services, published its annual World Wealth Report 2020, and there are some key takeaways for financial advisors and planners. The biggest takeaway? High Net Worth Individuals (HNWI) wealth and …

How Financial Planners can get High-Quality Referrals

While every professional welcomes client referrals, a study by Charles Schwab found that getting them can have a sizable influence on the growth of your business. Referrals can provide 60% of a firm’s new business. Charles Paikert, one of Financial …

How to Advise Clients About Timeshare Spending

The American Resort Development Association (ARDA) estimates that regardless of potential pitfalls, more than 9 million consumers invest in vacation timeshares each year. Yet, buying vacation timeshares has become synonymous with bad financial investment in recent years. In fact, according …

Financial Planner Offers Nuanced Mortgage Advice

Mortgage debts, which are among the most common forms of American debt, are frequent topics of discussion between financial planners and their clients. Typically, the advice of financial planners is to wait on paying off a mortgage quickly, since it …

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