Three out of four wealthy women are looking or thinking of looking for a better financial advisor, said Susan Hirshman, a former advisor and author, who spoke at the Investment Management Consultants Association’s conference in New York Monday.
Relationships with clients and the experience clients have with financial advisors and their companies have, of course, always been critical to success in wealth management. But since the financial crisis, firms have been ramping up their focus on...
Tax-planning strategies that make the most sense in light of the changing rates
Time traveling with the GST tax in 2011 and beyond
Tax benefits are a notable “side effect” of philanthropy
One Heckerling attendee reviews the principal themes that dominated the conference
