We’ve found that affluent clients leave advisors far more frequently for poor service than for poor financial advice. Don’t get us wrong – financial advice is the core of your business, but the affluent consider that a hygiene...
How to incorporate Apple’s tablet into your practice
Non-traded real estate investment trusts have been getting a lot of bad press lately, as valuations for some have dropped dramatically.
The fiduciary standard is one of those subjects that can spark heated conversation in a room full of financial advisors. It is a topic du jour at industry conferences and in offices across the wealth management industry; it is the theme underlying...
How can you advise clients when the Washington legislative tax climate is foggy? And sometimes the fog lifts retroactively.