Some younger financial advisors are “tricking” out their offices to attract Gen X and Y investors. Here are what a few are doing to create office spaces more akin to those of Google than IBM.
Readers of this space know my fondness for The Leuthold Group’s research. Whenever the Greenbook arrives (so called because of the color of its cover), I typically find interesting facts, observations and/or opinions. (Oh, full disclosure: I o...
Over half a century (and counting) working as a financial advisor, Laura Baron, 93, has seen the industry transformed. But, she says, it’s still a man’s world.
