Ric Edelman, who runs Fairfax, Va.-based financial advisory firm Edelman Financial Services, received a call a while ago from a prospective client, who wanted to set up an appointment to talk about planning for his retirement. Fine, Edelman said...
With more advisors chasing high-net-worth clients, family offices have officially entered buyer's market territory, which is bad news for those who dislike tending to the nonfinancial demands of ultrawealthy clients. One of the earmarks of a...
Even with the reduction in capital gains taxes and the possibility of a permanent repeal of the estate tax, wealthy individuals are showing increased interest in charitable giving. This new wave of donors typically wants to retain some say-so over...
This column lives up to its tag only insofar as it addresses a frequent shortcoming in advisors of my age group. I'm talking about putting the Web to good use in a financial advisory practice. For all the search engine technology out there, the...
Q: Like many brokers, I switched firms three years ago, joining a wirehouse offering a seven-year forgivable loan as upfront payment. Since hiring on at the new firm, my production has nosedived. I may be fired or, because I'm so frustrated, leave...