In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
If you need a little distraction from the doom and gloom of daily headlines, a little something to inspire you to keep pushing yourself to reach a personal best, you may find it here in our 29th annual Outstanding Advisor Award winners
John Ledford is one of the new breed of philanthropists, in that he loans money directly to poor people in emerging-market countries. Lending entrepreneurs money may not sound so philanthropic, but it actually is in developing countries where...
Roger Green considers his profession an ongoing community service project, educating the citizens of Duluth and surrounding communities in order to help them better plan for their futures
Linda Fitz is well known in the financial services community as co-founder of Kochis Fitz, created in 1991. (The firm then merged with Quintile in 2008 to create Aspiriant, based in San Francisco.)
Rob Mitchell has made the most of a rough start in life. Abandoned at the age of 3 by a mother who had neither the financial nor the psychological wherewithal to take care of him, he spent the next 14 years shuttling between one orphanage and the...
