Business Planning

Succeeding with NextGen clients requires advisors to understand the attitudes and behaviors of Gen X/Y and where they need help.

It doesn’t mean an end to a career, but it does mean gathering the right consultants to see your way through

Though it may not go by that name, midrash is making and remaking our personal and business lives each day.

CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.

The "Rocket" crash landed after his NFL career ended. | Copyright Al Bello, Getty Images How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired pl...

The good life. | Copyright Oli Scarff, Getty Images You'll be forgiven for missing it, but Tuesday was national Equal Pay Day, a chance for advocates to point out how wide the national gender wage gap still is in the U.S. (For the record...

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...