A year after its launch, a New York-based services provider for high-end wealth managers hopes to draw more advisors to its platform by offering access to the kind of research that’s usually available only to institutional players. Dynasty...
Los Angeles: “I’m excited about meeting with this new prospect tomorrow,” started John. He continued with, “I know there needs to be some rapport building before I jump into any business, do you have a list of questions I can ask as conversation...
Study after study has documented how financial advisors are using social media these days, and webinar after webinar purports to show them how to use social media tools to reel in new assets. Really financial advisors are just getting started, and...
Detroit—“I hear you loud and clear about socializing with clients and centers of influence during the holidays,” Linda said in a tone oozing of skepticism. “But how do you initiate a business conversation without coming across as salesy?” “Very...
Global geopolitical concerns have contributed to an unstable economy and increasingly volatile markets. Excessive volatility adds even more complexity for fiduciaries and their investment advisors particularly those who rely on historical...
The first bankruptcy case involving an Alaska asset protection trust (APT), In re Mortensen,1 has been decided. This case (we'll refer to it as Mortensen II, as it was the second of three related rulings) revolved around the February 2005...
