https://blogs.wsj.com/wealth-manager Insight and advice for wealth managers, financial planners and other advisors. Tue, 13 Aug 2013 16:26:41 -0400 en-US hourly 1 https://wordpress.org/?v=4.9.7 copyright © 2020 Dow Jones & Company, Inc. http://online.wsj.com/img/wsj_rss_logo.png http://online.wsj.com/ https://blogs.wsj.com/wealth-manager/2013/08/13/voices-lisa-r-hatcher-on-female-clients-in-abusive-relationships/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/13/voices-lisa-r-hatcher-on-female-clients-in-abusive-relationships/#comments Tue, 13 Aug 2013 16:26:06 +0000 http://blogs.wsj.com/wealth-manager/?p=9883

"The abuse might not be physical, but it could be verbal, emotional or even financial abuse. In the latter, a husband might limit access to accounts, require his spouse to account for all expenses, or keep her in the dark about their financial situation."]]> https://blogs.wsj.com/wealth-manager/2013/08/13/voices-lisa-r-hatcher-on-female-clients-in-abusive-relationships/feed/ 19 https://blogs.wsj.com/wealth-manager/2013/08/13/wealth-adviser-poised-for-u-s-stocks-to-weaken/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/13/wealth-adviser-poised-for-u-s-stocks-to-weaken/#comments Tue, 13 Aug 2013 09:30:47 +0000 http://blogs.wsj.com/wealth-manager/?p=9893

A morning briefing on coverage of special interest to wealth managers, financial planners and other advisers.]]> https://blogs.wsj.com/wealth-manager/2013/08/13/wealth-adviser-poised-for-u-s-stocks-to-weaken/feed/ 6 PAID\n https://blogs.wsj.com/wealth-manager/2013/08/12/voices-samuel-r-scott-on-blurring-the-fiduciary-standard/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/12/voices-samuel-r-scott-on-blurring-the-fiduciary-standard/#comments Mon, 12 Aug 2013 14:54:53 +0000 http://blogs.wsj.com/wealth-manager/?p=9819

"Recently, there has been a transformation in the industry where professionals are trying to further blur these lines between a salesman, a broker, an insurance agent, and a fee-only RIA by the titles they use. More and more professionals who are not held to fiduciary standards are beginning to call themselves financial advisers or investment advisers."]]> https://blogs.wsj.com/wealth-manager/2013/08/12/voices-samuel-r-scott-on-blurring-the-fiduciary-standard/feed/ 10 https://blogs.wsj.com/wealth-manager/2013/08/12/wealth-adviser-dont-get-it-wrong-about-the-rich/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/12/wealth-adviser-dont-get-it-wrong-about-the-rich/#comments Mon, 12 Aug 2013 09:30:56 +0000 http://blogs.wsj.com/wealth-manager/?p=9875

A daily summary of the latest coverage for wealth managers.]]> https://blogs.wsj.com/wealth-manager/2013/08/12/wealth-adviser-dont-get-it-wrong-about-the-rich/feed/ 2 PAID\n https://blogs.wsj.com/wealth-manager/2013/08/09/voices-rand-spero-on-helping-young-clients-prioritize-savings/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/09/voices-rand-spero-on-helping-young-clients-prioritize-savings/#comments Fri, 09 Aug 2013 15:40:33 +0000 http://blogs.wsj.com/wealth-manager/?p=9882

"A lot of advisers can be cavalier when telling people the things they should do, but they need to be more empathetic to the challenges facing young adults. They need to talk to them about what to do when they have too many financial demands and not enough assets to meet them all."]]> https://blogs.wsj.com/wealth-manager/2013/08/09/voices-rand-spero-on-helping-young-clients-prioritize-savings/feed/ 1 https://blogs.wsj.com/wealth-manager/2013/08/09/wealth-adviser-more-are-using-asset-protection-trusts/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/09/wealth-adviser-more-are-using-asset-protection-trusts/#comments Fri, 09 Aug 2013 09:30:43 +0000 http://blogs.wsj.com/wealth-manager/?p=9876

A daily summary of the latest coverage for wealth managers.]]> https://blogs.wsj.com/wealth-manager/2013/08/09/wealth-adviser-more-are-using-asset-protection-trusts/feed/ 1 PAID\n https://blogs.wsj.com/wealth-manager/2013/08/08/dont-make-this-mistake-with-your-401k/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/08/dont-make-this-mistake-with-your-401k/#comments Thu, 08 Aug 2013 12:40:29 +0000 http://blogs.wsj.com/wealth-manager/?p=9885

VIDEO]]> https://blogs.wsj.com/wealth-manager/2013/08/08/dont-make-this-mistake-with-your-401k/feed/ 1 https://blogs.wsj.com/wealth-manager/2013/08/08/morning-call-keeping-the-wealth-in-an-ultra-rich-family/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/08/morning-call-keeping-the-wealth-in-an-ultra-rich-family/#comments Thu, 08 Aug 2013 09:30:55 +0000 http://blogs.wsj.com/wealth-manager/?p=9877

A daily summary of the latest coverage for wealth managers.]]> https://blogs.wsj.com/wealth-manager/2013/08/08/morning-call-keeping-the-wealth-in-an-ultra-rich-family/feed/ 5 PAID\n https://blogs.wsj.com/wealth-manager/2013/08/07/voices-amy-renkert-thomas-on-estate-planning-for-wealthy-families/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/07/voices-amy-renkert-thomas-on-estate-planning-for-wealthy-families/#respond Wed, 07 Aug 2013 15:07:52 +0000 http://blogs.wsj.com/wealth-manager/?p=9788

"In my experience there’s a gulf between the traditional estate planner’s approach and what ultra-high-net-worth family enterprises want from an estate plan."]]> https://blogs.wsj.com/wealth-manager/2013/08/07/voices-amy-renkert-thomas-on-estate-planning-for-wealthy-families/feed/ 0 https://blogs.wsj.com/wealth-manager/2013/08/07/stop-spending-money-when-youre-feeling-bad/?mod=_relatedInsights https://blogs.wsj.com/wealth-manager/2013/08/07/stop-spending-money-when-youre-feeling-bad/#respond Wed, 07 Aug 2013 11:09:46 +0000 http://blogs.wsj.com/wealth-manager/?p=9879 Emotionally-driven purchases can ruin even the most well-crafted financial plan, financial advisers say. Here’s what some folks are spending their money on and how they can try to curb the urge to spend. Wealth Management at WSJ.com’s Veronica Dagher reports. VIDEO

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