Nerd's Eye View
MARCH 29, 2024
Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)
Nerd's Eye View
JANUARY 22, 2024
For example, an advisor may think of "risk management" in terms of life and property insurance coverage, whereas HNW clients may instead think of tax and estate-planning strategies as asset protection measures – particularly for the future wealth of their heirs.
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Nerd's Eye View
MARCH 15, 2023
For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. Risk management is a key part of many financial advisors’ value propositions. At the same time, clients face another class of risks that advisors often do not consider: cyber.
eMoney Advisor
DECEMBER 6, 2022
They can check their homeowner’s insurance coverage before making a claim once the storm has passed. This means knowing your clients and the risks they face and communicating when there’s an active threat. They can also conduct any important business knowing they have their paperwork in the cloud.
Good Financial Cents
JULY 7, 2023
This type of insurance is often viewed as the simpler and more affordable option , as it strictly provides coverage without any investment component. Steps to Cancel Term Life Insurance: It’s All About Communication The process for canceling term life insurance is generally straightforward.
Workable Wealth
OCTOBER 14, 2020
Improper risk management and insurance coverage. This means having at least 3-6 months of living expenses earmarked in a highly-liquid account, maintaining proper insurance coverage, and building the right cash-flow management. Communicate Your Accomplishments. Little to no emergency fund. Overpaying on taxes.
eMoney Advisor
FEBRUARY 9, 2023
Financial Planning Needs: Retirement planning Education and family planning Obtaining appropriate insurance coverage Business and tax planning Significant asset purchases Strategies for Serving Clients in This Stage: Clients at this stage are experiencing life events — both large and small — that will impact their financial planning needs.
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