When Superman was trapped in Bizarro World, he found everything was the opposite of its earthly counterpart. Or, as Jerry Seinfeld observed, for an inhabitant of Bizarro World, Up is down, down is up, he says when he leaves, when he arrives.1...
The preliminary results of a study commissioned by the Family Firm Institute, soon to be published in Family Business Review, provide a new framework for analyzing the longevity of a family business and its ability to create transgenerational...
Most financial advisors are in early stages with social media—but the rules of engagement are already shifting. While gaining followers, friends and prospects to link to is high on most priority lists, firms that have opened the gate to...
If you want to work with high-net-worth clients, the private banking divisions of the wirehouse firms are worth considering.
ETFs have come under criticism lately. Don Phillips of Morningstar says that as ETFs have proliferated, they have become more expensive and hazardous for FAs and their clients to use. The original ETFs were designed to provide low-cost exposure to...
Staying relevant involves a special combination of the professional and the personal.
