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As the owner of a successful financial advisory practice, one of the most daunting challenges you will undertake is succession planning for your business. The advisory business is more sophisticated than it was just a few years ago and determining...
On July 10, 2014 Swann Auction Galleries in New York held their semi-annual sale of African-American Fine Art: The Shape of Things to Come: African-American Fine Art...
In my commentary last month, I talked about the “Insurance Gap” and how many advisors are missing a significant opportunity in their practice by not including insurance as an integral part of their client’s financial plan.
This month, I’ll take ...
Advisors who work with 401(k) plans understand that plan sponsors consider a rising average deferral rate a sign of a successful plan. As the deferral rate increases, so do plan assets, creating a mutual benefit for both the advisor and sponsor...
As someone who came into the investment business in 1980, I was immediately enamored by the logic of Sir John Templeton. He was the founder and portfolio manager during the first 40 years of the Templeton Growth Fund. During his tenure the fund...