How to deal with clients' passivity about new taxes

03/24/2013 |

Middle-aged and older investors can be passive about contacting their advisers regarding how their portfolios can be restructured to address new taxes, according to a recent survey. The survey found that Generation X investors may be too busy with young families to think about their investments, while older baby boomers are too confident in their investment choices to seek advice. The results indicate that it's best for advisers to consider their clients' perspectives, then take the initiative to invite clients in for a comprehensive look at their portfolios.

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