Advisors can learn a lesson from his contradictions

Advisors need to provide the high-quality client experiences younger investors expect, but do so in very efficient ways.

We'll take the middle one. | Copyright Matt Cardy, Getty Images Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understanding m...

We're color blind. | Copyright Neilson Barnard, Getty Images Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according to t...

Costs rose 7 percent among family offices globally from the year prior, even as they saw a 2.4 percentage point drop in the returns on an average portfolio, according to a new report. A great deal of the total cost increase among global family...

If you strip away all of the murder, plotting, betrayal and mental illness, you reach a core of estate planning issues that are shockingly common in the real world

Savage capitalism? | Copyright Franco Origlia, Getty Images Pope Francis is expected to visit New York next week, the very heart of the financial world and home to Wall Street financial services firms. But even though the Pope has repeatedly c...

Niche advisors have an advantage, but it’s getting crowded. The marketplace is jammed with advisors who specialize in wealth management, retirement planning, small business owners, multi-generational wealth, doctors, educators, etc&hellip...