In recent years, as the economy has faltered and banks have failed, merged and re-emerged, the fiduciary business with its annuity revenue stream seems more attractive than ever. But is it, really? The fact is that the fiduciary business can be a...
A graying widower hires you to reduce his looming estate tax burden and to shelter the wealth he passes on against potential creditors of his descendants. He has three children and seven grandchildren keeping him happy and busy, and he wants to...
Ten years ago, our group began experimenting with the concept of the virtual partner. A virtual partner completes billable work at home and commutes to the office only as needed for meetings and court appearances. What were the results? The...
A court case over the repayment of upfront loans to brokers is turning into a legal battle over forced FINRA arbitration.
First there was the breakaway broker. Now RIAs are grabbing another kind of breakaway, the disgruntled wirehouse client.
Helping small savers plan their financial futures, without going broke.
Desperate to Work for Merrill, Drive a Ferrari ...
How to make the best of a coaching relationship.
