The fourth quarter of the year, when individuals are typically planning for the holidays, is also a great time for financial advisors to revisit the plans they’ve created for their clients. Year-end is a time when advisors must confirm if their clients satisfied their...

Despite rapid innovations in data processing and machine learning, many businesses have yet to make the leap from the Industrial Age to the information age, and the gap between technological and organizational progress is widening. Closing this gap requires much more t...

February 16, 2017

A recent survey by GOBankingRates cited creating and sticking to a budget as one of the top financial New Year’s resolutions for 2017. Yet as I talk to people, many have abandoned their budget. When I recently asked a friend why she ditched her budget, she told me that...

January 27, 2017

In the coming years, protection and control may become even more important planning issues than taxes.

When most high-net-worth clients think of trusts, the first word that pops into their heads is “taxes.”

This popular misconception has remained stubbornly ingrained in...

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