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Financial Intelligence

FINANCIAL INTELLIGENCE More than 60 essays written exclusively for Worth Magazine on wealth management topics relating to: Family IssuesInsuranceInvesting & The EconomyPhilanthropyRetirement PlanningTax PlanningWealth TransferenceSuccession Planning PLUS: WHAT TYPE OF ADVISOR IS RIGHT FOR YOU?HOW TO INTERVIEW A FINANCIAL ADVISORHOW TO VET YOUR WEALTH ADVISOR Financial Intelligence, published by Worth magazine, features an exclusive portfolio of more than 60 questions and answers addressing key wealth management concerns presented by advisors featured in the Worth Leading Advisor program. From family issues to philanthropy, insurance to investments, these informative essays deliver insights and expertise from advisors who collectively manage more than $220 billion in assets. Here you ll also find invaluable information to help foster a more productive dialogue with your current advisor. And if you don t have an advisor or are thinking about making a change, this book will inform and invigorate your search for the best person to manage and protect your wealth."
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