The attorney-client privilege protects communications between clients and their attorneys by prohibiting their disclosure and admissibility in a judicial proceeding. But, when attorneys represent fiduciaries, the application of the attorney-client...
Women control an increasingly large portion of private wealth. That’s good news for advisors who understand the subtle differences in how men and women communicate.
Wealth management firms are alarmingly weak on data security. Ironically, it is human vigilance that often keeps the digital crooks at bay.
Why do people hire financial advisers? The answer might surprise you. Sometimes they are merely looking for someone to pull the trigger for them when they’re too shell-shocked to invest for themselves. Other times it’s a scapegoat thing - when...
