Advisor education

11 ways to give your practice a summer makeover Fallback Image Decorative pattern

Planning and Advice

11 ways to give your practice a summer makeover

Use quieter days at the practice to refresh your firm, reconnect with clients, and plan ahead.

By Staff |June 26, 2015

1 min read

Advisors overestimate how well they understand rich clients Fallback Image Decorative pattern

Planning and Advice

Advisors overestimate how well they understand rich clients

76% of wealth managers say they understand the needs of younger rich clients, while only 61% of clients agree, finds a report. Read more.

By Staff |June 18, 2015

2 min read

Protect business-owning clients from lawsuits Fallback Image Decorative pattern

Industry

Protect business-owning clients from lawsuits

Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.

By Staff |June 17, 2015

1 min read

Don’t count on business sale to fund retirement Fallback Image Decorative pattern

Planning and Advice

Don’t count on business sale to fund retirement

Advisors planning to sell their practices and retire will find themselves in a highly competitive sellers’ market in 10 to 15 years.

By Staff |June 17, 2015

1 min read