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Considering that the average age of a financial advisor is 56, the topics of succession planning, practice valuation and exit strategies are hot button issues in our industry today. Here at The Advisor Center, we have seen just how difficult this...
Trusts & Estates held its first annual Advisory Board Member Dinner at Davio's restaurant in New York on Sept. 29, 2014. We had a great turnout and look forward to making next year's event even better.
There are many aspects of the financial services industry that leave much to be desired in terms of “processes and procedures” impacting the lives of advisors and clients. Sitting perched at the top of that stack is the inability...
For information about Conrad Teitell’s publications and lectures visit: taxwisegiving.com. For information about Cummings & Lockwood visit: cl-law.com.