Mitzi Perdue, the daughter of Sheraton Hotel's co-founders and wife to the late chicken icon, Frank Perdue, shares advice on how to develop a culture that supports keeping the business in the family.
Ritholtz Wealth Management was one of several firms to disclose it received a Paycheck Protection Program loan to help with expenses amid the coronavirus pandemic, according to Form ADVs submitted to the SEC.
Much like physicians treating sick patients, financial advisors must assess the situation, make a recommendation and explain to clients the risks so they can make an educated decision about their financial health.