Myth Busting 101
It's a DIY world, where everyone thinks they can cook a meal, renovate a house, fix a car or spin out high-quality crafts simply by watching a few YouTube videos. But clients should be disabused of the notion that they can do fi...
For wealth managers, the approach to engagement and eventual relationships is completely different between the Gen-X/Y wealth holder and his/her wealthy parents.
A typical financial plan may land in front of a client with a thud, consisting of reams of paper on which is printed complicated charts and spreadsheets. United Capital Financial Partners has just launched what it hopes will be a different kind o...
Worthwhile
Hightower CEO Elliot Weissbluth is profiled in this month’s Worth magazine, which also named him No. 91 on the publication’s list of the 100 most powerful people in finance, along with New York attorney general Preet Bharara (No. 1)...
The path forward may differ from the roads of the past
Defective paperwork is often a client’s downfall
Mike Piershale, President, Piershale Financial Group, discusses the first steps financial advisors should take with clients who have just come into a great deal of wealth.
