Advisor to Client

Draft new powers of attorney carefully Fallback Image Decorative pattern

Risk Management

Draft new powers of attorney carefully

Have you inadvertently muddied the waters for your power of attorney?

By Darren Lund |December 20, 2013

2 min read

Should you chase dividends? Fallback Image Decorative pattern

Investing

Should you chase dividends?

You should avoid choosing investments based on dividend payouts. Here’s why:

By Susy Abbondi |December 17, 2013

3 min read

Conversation starter – Should you chase dividends? Fallback Image Decorative pattern

Investing

Conversation starter – Should you chase dividends?

Your client prefers stocks that pay dividends, but there are other options.

December 17, 2013

1 min read

Conversation starter – Dealing with identity theft Fallback Image Decorative pattern

Risk Management

Conversation starter – Dealing with identity theft

Need to break the ice with clients about identity theft?

December 13, 2013

1 min read