If you have something to say, a strong voice and the time for it, blogging is a great way to attract new clients and deepen relationships with existing ones. Here are some tips on doing it right.
While applications to MBA programs have historically run counter-cyclical to economic conditions (applications are up during periods of uncertainty and down in good times), this doesn't seem to be the case in the current downturn. According to...
JANA SHOULDERSfounder and CEO Firm: Adams Hall Asset Management Age: 54 Years in biz: 21 AUM: $1.4 billion Designations, licenses: CPA, AIF, AEP When Jana Shoulders first opened Tulsa, Okla.-based Adams Hall Asset Management in 1997, along with co...
The eastern U.S. has seen its share of natural disasters lately, between the magnitude 5.8 earthquake that hit Virginia on Aug. 23, and Hurricane Irene, which made landfall on Aug. 24. But according to Eric Zoldan, senior vice president of...
KATHERINE LINTZfounder and partner Firm: Financial Management Partners Age: 57 Years in biz: 33 AUM: $1.4 billion Designations, licenses: CFP The staff of 21 at Financial Management Partners, a multi-family office in Clayton, Mo., with $1.4...
