Page 2 - Top Advisor News Today

The senior partners of this Iowa-based team like dividend stocks and tax efficient approaches for its retiree clients.

Alvin Spencer Jr. believes there’s no such thing as getting rich quick, but he advises you can’t be afraid to buy equities.

As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of specialists to provide tailored service.

Long Island’s Kuttin Wealth Managements 150-person team is on a mission to spread its best practices nationally.

Melissa Spickler says the key to a successful client relationship is really understanding what keeps them awake at night and making sure the whole family is taken care of.

UBS veterans Rimmel and Pessy emphasize their disciplined process which stresses intergenerational communication with client families.

The Livingstone/Condron team applies an endowment model but believe their role is mostly to protect the wealth their clients have already created.

Craig Chiate and Mark Binder say education is a huge part of their team’s process and that it allows clients to more easily withstand market volatility.

Schulten and Schreiber’s TSG Wealth Management services high net worth families and offers a platform for advisors wanting independence.

Linda Stephans and Kristina Van Liew run a team that not only tries to achieve successful financial outcomes but also positive social and environmental impacts for clients.