Phoenix: "I feel like a referee," said Larry, a veteran wholesaler describing his relationship with one of his largest clients. "The old man built the business, brought his son and son-in-law in and formed the CFG Team. They have been very...
In 1963, Betty Friedan published Feminine Mystique and helped launch the women’s liberation, which continued strong as a self-conscious movement into the 1970s and arguably may have reached a new phase this year with Hillary Clinton’s...
Detroit, MI- "So, what are your thoughts on 'rainmaking' in a down market? People are spooked. Should I give it a rest?" asked Philip on an initial coaching call with my associate Bill. After taking a few minutes to explain that this is a perfect...
The sub-prime mortgage lending crisis and resulting market tumult isn't just taking its toll on investors: A nearly constant flow of bad economic news from the media is shaking up advisors, too.
Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group.