Client Relations

A recent J.P. Morgan Wealth Management white paper provides tips on how to navigate them.

The worst part of law school can yield good results in the real world.

A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, N.C.

In light of the recent Writers Guild strike, advisors can play an important role in helping clients caught up in a work stoppage.