Bill Harris advocates for bitcoin regulation, three-fourths of advisors lack a succession plan and Laserfiche is hiring an artist for its corporate headquarters.
At a time when many advisors would be focused on retirement, this senior advisor and his team took “the road less traveled” in order to better serve their clients and business.
A fixed fee for financial planning can offset variability in asset-based fees in a down market and reinforce the value of financial planning for the client, according to a new Cerulli report.