Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
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.