Charitable giving is under great stress. he Association for Advanced Life Underwriting (AALU), the American College, and the Partnership for Philanthropic Planning (PPP) are rising to address this challenge. AALU, The American College and PPP are...
In the aggregate, financial advisors have done an abysmal job of marketing their services to today's highly skeptical and demanding affluent investor. This simple fact has afforded advisors a window of opportunity to strengthen the loyalty of...
Two decades ago, producing branch office managers were pretty typical in the financial advisory industry. But mounting compliance issues made it very difficult for BoMs to do their jobs and hold on to a book of clients. Now, the clock seems to be...
Despite all the news about the decrease in M&A activity recently, the fact is, there’s still lots of action going on—and a lot of interested buyers. Still, for the seller, it’s an odd time. While a large pool of potential...
