Financial advisers warn bond clients to brace for losses
NEW YORK (Reuters) - Last month, Houston-based financial adviser Gene Theobald picked up the phone and began making calls to clients, telling them to expect a reality check in their...
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A loan pool to help clients help family float school bills
NEW YORK (Reuters) - College expenses are on a lot of people's minds now that interest rates on U.S. government-backed student loans have doubled to 6.8 percent. One financing option...
Picking a donor-advised fund provider
(Reuters) - Charitably-inclined clients can give to their favorite causes and reap big tax benefits if they are introduced to the world of donor-advised funds. And advisers who make that...
The rich expand their holdings and increase in number: study
(Reuters) - The number of millionaires in the world jumped 9.2 percent to 12 million last year, in part because of simultaneous strength in the stock, bond and real estate...
Inside view on good social media posts
(Reuters) - A few rules of thumb for financial advisers on social media: get personal, like mentioning your daughter's big soccer win, include pictures in your content whenever possible and...
UBS brokers to U.S. clients: Libor isn’t our fault
NEW YORK (Reuters) - UBS AG's army of U.S. brokers say they are being asked to apologize once again for the sins of their big European parent. Following the Swiss...
Inside view on good social media posts
(Reuters) - A few rules of thumb for financial advisers on social media: get personal, like mentioning your daughter's big soccer win, include pictures in your content whenever possible and...
UBS brokers to U.S. clients: Libor isn’t our fault
NEW YORK (Reuters) - UBS AG's army of U.S. brokers say they are being asked to apologize once again for the sins of their big European parent. Following the Swiss...
Clients aiming for Medicaid: risky but popular
(Reuters) - Financial advisers are getting a counterintuitive request from clients worried about their long-term care needs: Make me poor. Called "Medicaid planning," the goal is for the client to...
Clients aiming for Medicaid: risky but popular
(Reuters) - Financial advisers are getting a counterintuitive request from clients worried about their long-term care needs: Make me poor. Called "Medicaid planning," the goal is for the client to...