Financial planners and financial advisors need to understand these individuals’ retirement challenges to gain them as clients
A particular concern among HNW entrepreneurs is whether their heirs would be interested in taking over their businesses
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
The national housing agency is providing more guidance to lenders
Investment and commercial banking departments can provide leads for wealth managers
Report makes 40 recommendations to governments, financial institutions and female entrepreneurs
Study finds older business owners failing to take steps to boost value of their businesses
Lack of confidence in the economy is no longer the most cited top obstacle to business investment for entrepreneurs, as it was in 2016
Create a client profile and learn as much as you can about your niche
Advising clients who are self-employed can involve issues from cash flow to managing their savings. Reviewing strategies with these clients can boost their earnings - and peace of mind