Very few people survive the so-called “widow maker” heart attack. Fortunately, advisor Robert Steinberg has lived to tell the tale, and the experience has changed his life.
It’s best for your clients to be candid about what they are (or aren’t) bequeathing to their adult children.
After its SEC settlement, the securities firm points the finger at its own employees.
Jason Diamond provides a quick yet thorough education on the continually evolving independent space answering the questions that many advisor-clients ask during due diligence.
