Mergers between advisors and accountants are often seen as marriages of mutual interest, but don’t kid yourself. Industry experts say there’s a Mars-and-Venus quality to the partnerships that makes success difficult.
Chip Roame’s opening remarks at Tiburon’s CEO summit focused on baby boomers and the trust gap between consumers and financial service firms.
Despite sluggish long-term care insurance sales, those buying coverage are younger than ever.
When I read about the mysterious death of the main investor of the Broadway musical “Rebecca,” Paul Abrams, a few weeks ago, I knew something was fishy. So did Preet Bharara, the United States Attorney for the Southern District of New York.
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