Financial advisors want and need to be discovered via Google searches. The challenge becomes how to use their website to make that easily happen. We did the research for financial advisers. The research blew us away. We provide some beginning ideas how to do that and get you up to speed on the trends and tools to get it done. Read the full article on Wealth Advisors Trust.
Wealthy clients demand that their investment advisors offer more than investment management services. They want a holistic approach to the management of their wealth that combines investment management with financial, tax, and estate planning. They also want the ability to offer trust services as part of a comprehensive solution for managing wealth today and planning for the transfer of wealth to future generations.
President Donald Trump said he is considering a proposal to end capital gains taxes on home sales in a bid to boost the housing market.