Practice ManagementVideos Financial Planning with the Fire Drill Stress Test By Brian Leitner | April 20, 2022 LinkedinTwitterFacebookEmail Written by Brian Leitner How can you add value for that year-five client? Brian Leitner, head of Mariner Platform Solutions, has some ideas. Related Posts:Brian Wilson, Beach Boys' Leader, DiesWhat Will You Do When Your Clients Get Dementia?Commissioner Blames E-Commerce Giants in Deadly Battery FiresYou'll Work with Clients Who Have Cognitive DeclinePowered by Contextual Related Posts Share LinkedinTwitterFacebookEmail Previous articleHelp Clients Address Sequence-of-Return RiskNext articleHelp Your Clients Teach Their Grandchildren About Money Latest News See all >> N.J. Is Changing Who Has to Pay the ‘Mansion Tax’ The new state budget also increases the tax, but not as much as the governor wanted. GoFundMe Launches Charitable Giving Funds with Vanguard, BlackRock GoFundMe has 200 million users and could broaden the appeal of donor-advised funds for charitable giving — and centralize giving. Warren Buffett Donates Record $6 Billion Berkshire Shares The latest donation boosts his overall giving to charities to well over $60 billion. BlackRock Looks to Expand Private Markets to Retirement Plans The plans reportedly will include a 5% to 20% allocation to private assets, depending on the investor's age. Capital Group Boosts Retirement Plan Service With Advisor-Focused Upgrades RecordkeeperDirect additions include “fund flexibility” offering investments from other fund families. Firms Need to Get Back to the Basics of Organic Growth, Report Urges Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.
