It's not news that mixing family and business can be messy, but advisors might be surprised to know the extent to which family-owned businesses need their services. According to Boston-based Family Firm Institute, a...
When you're talking to married clients, are you directing your eye contact solely to the husband? Do you slow your speech to the point of condescension when you address the wife? Many reps particularly male ones do...
When firms decide to get hitched, the first marital squabble usually surrounds how the name will look on the mailbox. Will it be hyphenated, or is it better to have two separate mailboxes? When McDonald & Co. was...
Reps now have another designation to pin to their names, and it couldn't come at a better time. As the U.S. population continues to age, the American College of Bryn Mawr, Pa., has unveiled its newest specialization...
The brokerage business is good or better, at least. The market is climbing slowly, firms are showing a profit and hiring again (albeit after massive layoffs), and, according to industry studies, affluent investors are...
