See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Bordeaux Wealth Advisors, a $1.9 billion RIA in Menlo Park, Calif., serves high-net-worth entrepreneurs, corporate executives, technology professionals and partners in the private equity and venture capital industries.
Most questionnaires advisors use to measure their clients aversion to loss are close to “useless” and don’t take into account a client’s biggest risk: Their own behavior.
“The key to tax reform is there will be winners, and there will be losers. Some industries will end up worse off; some industries will end up better off. You want to keep an eye as this process goes forward,” says Andy Friedman, The Washington...