Welcome to Financial Advisor IQ

April 8, 2014

How Are Great Advisors Like Supreme Court Justices?
Getting to what clients really want calls for the skills of an appellate judge.
Big Firms Roll Out Goals-Based Planning Tools
They want to help FAs better gauge progress to clients’ customized results.
Don’t Panic Over Tax Court’s IRA-Rollover Bombshell
Ruling states savers can act tax-free only once per year, not once per account.
Get Ready to Serve a Bigger UHNW Client Base
Growing inequality could change what investors need from their advisors.