In 1977, “Star Wars” introduced us to Luke Skywalker, a young farmer from a remote world who is thrust into an adventure when he meets Obi Wan Kenobi, a wise and powerful Jedi knight. Over two more movies, we follow Skywalker’s...
Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.
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.
