BlackRock: Advisors to HNW Clients Should Offer More Tax Services

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Financial advisors to high-net-worth investors spend a lot of time on estate planning, but might be overlooking the tax planning services their clients want, according to the inaugural “Advisor Trends Survey” from asset management firm BlackRock. The survey, which included 1,000 advisors working across multiple channels, found that estate planning (67%), customized retirement planning (64%), ch ...