RegentAtlantic Capital was ahead of the game. In 1996, the fee-only RIA in Chatham, N.J., went paperless a move that put it a decade ahead of its peers. RegentAtlantic manages $1.8 billion in assets for about 900 clients, and when the firm moved...
A few weeks ago I had one of those blinding glimpses of the obvious. It dawned on me that despite the grinding intensity with which some advisors focus on attracting, serving and developing loyal relationships with affluent clients, a very...