Paul Saganey, the president and founder of Integrated Financial Partners, a fee-based financial services firm in Waltham, Mass., faced a situation that no executive ever expects. In the past year and a half, three financial advisors working for...
Imagine for a moment that you’re a prominent CPA in town. How many advisors have you met over the years? 100? More? How many have claimed to provide “holistic wealth management” and “high level service?” Probably all...
Just say no. | Copyright Getty Images
Iceland is looking at the possibility of changing modern banking as we know it. Stung hard by the financial crisis of 2008, Iceland commissioned a report suggesting that the country’s banks stop “creat...
Whether the responsibility falls to an estate manager, business advisor or wealth management team, creating a professional experience for employer and employee should not be overlooked.
The affluent have worked hard to reach their current lifestyle and as a result, regardless of how they view themselves, they are no longer your average American.
Some advisors—and clients—are beginning to suspect the traditional fee based on assets compensation model is flawed.
