Home Patricia Chisholm

HNW clients want guidance on the complex challenges that wealth can bring

  • October 15, 2018 October 17, 2018
  • 00:32

If an appointment is challenged, a court is likely to strive to preserve the POA grantor's wishes

  • October 1, 2018 November 1, 2018
  • 00:09

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse. But they have begun to show a willingness to develop workable solutions.

  • July 27, 2018 August 14, 2018
  • 00:11

Tips for teaching clients about these still-evolving funds and what they entail

  • May 2, 2018 May 1, 2018
  • 00:10

ETFs offer portfolio diversification that can reduce losses while retaining potential for growth

  • May 2, 2018 May 1, 2018
  • 00:05

As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult

  • May 2, 2018 May 30, 2018
  • 00:04

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

  • April 27, 2018 August 14, 2018
  • 00:10

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for guidelines

  • March 29, 2018 August 14, 2018
  • 00:11

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

  • March 1, 2018 August 14, 2018
  • 00:14

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

  • January 15, 2018 August 14, 2018
  • 00:20