Millennials are the so-called “giving generation,” but many advisors aren’t talking about philanthropy strategies with their NextGen clients. It’s a wasted opportunity for millennials, but also for advisors to...
Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com
Christopher Van Slyke, CFP® is the founder and a partner of WorthPointe, a fee-only financial planning firm with Certified Financial Planner professionals located in Austin, TX, Dallas, TX and San Diego, CA. More information can be found at...
Savage capitalism? | Copyright Franco Origlia, Getty Images
Pope Francis is expected to visit New York next week, the very heart of the financial world and home to Wall Street financial services firms. But even though the Pope has repeated...
Barry Ritholtz and Josh Brown
The longer clients stay with Ritholtz Wealth Management, the less they will pay. The 2-year-old firm, run by Barry Ritholtz and Josh Brown, announced this week that they were implementing a policy of lowering ...
Marilyn Chinitz and Lois Liberman are Partners and matrimonial attorneys at Blank Rome LLP in New York. Marilyn is a litigator focusing on family law, with particular emphasis on complex divorce actions. Lois is a litigator and trial attorney...
