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The article offers suggestions on how people can help their aging parents with their finances. Topics discussed include the need to start the conversation with the parents regarding financial planning, with topics such as estate-planning and powers of attorney; the need to review the bank and credit card statements of the parents; and the need to assess their assets and income. Also mentioned is the need to take help from financial advisors if needed.

The article discusses strategies that can help financial clients gain "super-vision" in building their investment portfolio. It notes that portfolios can be protected from big losses by investing in uncorrelated assets. It cites that a diversified portfolio which includes real estate and commodities have the tendency to produce annual positive returns. It infers that having uncorrelated assets will mean that some but not all investments will suffer losses during financial downturns.

The article discusses the need for financial advisors to engage the client's entire family about financial planning and values. It notes that advisors may adopt different approaches to engage family members depending on the net worth or assets of a client. It cites examples of activities that can help advisors build relationships with families including a mother/daughter luncheon at a hotel for clients, or hosting an annual golf outing for fathers and sons.

The article focuses on the decision of Edelman Financial Services, a registered investment adviser (RIA), to engage in merger & acquisition (M&A) activity. Topics discussed include the goal of the company to establish a national brand and become a major planning firm in the U.S., the target of the firm to have an additional assets worth 2 billion dollars in 2017, and the value proposition of Edelman.

Financial advisor Rosita "Jo" Kaufman has been making top advisor lists for over a decade, landing on Forbes Best-In-State list in 2018 and the Top Women Advisors list the previous year. She says she owes her success to her humble beginnings. [ABSTRACT FROM AUTHOR]

The article offers suggestions for selecting financial advisors. Topics include visiting to the Australian Securities and Investments Commission (ASIC) financial advisers register; checking out the Financial Services Guide (FSG) on the website of the planners you are considering, or asking them for a copy; and using initial meeting to ask how they ensure your assets are protected.

The article presents the author's recommendation for financial advisors engaged in handling prenuptial agreements. Topics discussed include the author's opinion regarding prenuptial agreements, the importance of determining the assets and liabilities held by clients during discussions, and the importance of providing some degree of flexibility to address future changes in the married couples' life.

The article focuses on the growth in illiquid asset donations and its benefit to financial advisors. Topics covered include the acceptance by National Philanthropic Trust of nontraditional assets, the value of grants given by Schwab Charitable to charities and the samples of hard-to-value assets that cannot be sold quickly. Also mentioned are the reasons behind the popularity of noncash asset sales.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets. [ABSTRACT FROM AUTHOR]