It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). Our August 2016 research finds that elite teams lost an average of 1.4 clients last year compared to 3.8 for non-elite teams. There are some...
In recent years a major focus for employers has been pension risk management. For those companies that sponsor a traditional pension plan, one of the most common strategies is offering a “lump sum window” to terminated employees who...
An alternative ... investment. | Copyright Scott Olson, Getty Images
The government’s most recent GDP figures provide a gloomy outlook for the year; GDP grew a measly 1 percent in the first half of the year, according to CNBC. But a new report...
Parents (and wealth managers) just don't understand. | ViewApart/iStock/Thinkstock
Firms can do a better job supporting high-net-worth millennials—or at least the advisors who service them, according to a new report. Ninety percent of HNW baby...
They can't all grow up to be Michael Phelps. | Copyright China Photos, Getty Images
While participating in competitive sports can teach youth valuable lessons, it can be costly. Parents whose children participate in competitive youth sports sp...
The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects...
