Evening Update: Advising the Expat Client

WEALTH MANAGEMENT MADE PERSONAL DAILY Home   |   Discussions   |   Blogs   |   Advertise   |   Subscribe FOLLOW US: August 5, 2013 Dream of Retiring Overseas Comes with Unexpected Woes It's not all pina coladas and sandy white beaches for overseas retirees. read more » Get Referrals for Your Niche Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they don't know who to refer to you, says new solo advisor Dave Grant. read more » Citigroup Ordered to Pay Investor $11 Million A FINRA panel has ordered Citigroup and a former branch manager to pay a combined $11 million in remuneration. read more » Turn On Your Favorite Channel Rethinking Retirement -  For breaking news, targeted insights and expert coverage of retirement, visit On Wall Street's Rethinking Retirement Channel now - and everyday! How to Set Better Client Expectations Setting realistic expectations for clients up-front is crucial to the relationship and can help you bring in new business. read more » Judge Dismisses Case Challenging Dodd-Frank's Constitutionality U.S. District Judge Ellen Segal Huvelle said the case was "not ripe for review" because the bank and others could not prove financial injury resulting from the new law. read more » For Wealthiest Clients, a Rise in Direct Investing Investing directly in private companies is becoming increasingly popular with wealthy families. read more »  Turn On Your Favorite Channel  ETFs  For breaking news, targeted insights and expert coverage of ETFs, visit On Wall Street's ETFs Channel now - and everyday! Research Roundup: Retirement, the Vacation of a Lifetime One of the more surprising results from our RISE survey was the age at which retirement-related stress levels peaked. As early as 15 years before retirement, fears associated with the financial consequences of growing older appear to spiral upward. -- Franklin Templeton Investments read more » Must Read 5 Things Junior Advisors Wish They Could Tell Their Bosses Often advisors don't have the time to motivate, hold accountable, and help junior advisors with their time management and goals. Here are the biggest struggles junior advisors face and the things these associates wish they could tell their bosses. read more » Must Watch Giving Back Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more » Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 Videos Selecting the Right Advisor Coach Succession Planning for Business Owners How To Overcome Fear of Technology Planning 2023: What's Ahead? Advances in Mobile Technology Slide Shows 20 Ways to Improve Your Practice Breaking Down the Top 100 Branch Managers Volatility Strategy: 10 Key Messages for Wary Investors Unravel Alternative Investment Myths Top 10 Products Among Institutional Investors Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to distinguish a ‘good story’ from a true growth opportunity. © 2013 SourceMedia. All rights reserved. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809