The accuracy of the valuation is irrelevant—what counts is that the underlying methodology is clear

Broker/dealers have recently taken definitive steps to improve the profit margins of their wealth management units. These include but are not limited to: increasing the costs of distribution for money managers’ products, reducing or eliminatin...

How they impact the next generation

Facts, fiction and action steps

The British Royals Pave the Way, Sort Of

Private family businesses face major transitions

One of the easiest ways to drive affluent buzz is to deliver small-personalized gifts to your best clients – we commonly refer to this as Surprise and Delight.  Most advisors do it from time to time.  But the best advisors get more “bang for t...