Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any client looking for a change of scenery.
Do you really have a clue what your clients say about you when your back is turned? Here’s how Kerry Walls, a 60-year-old business and executive coach in Portland, Ore., assessed her advisors.
With so many new business books published this year, it’s hard find the titles that will really make a difference to financial professionals. We pored over 200 new titles to find the books most focused on the needs of our readers and best able to...