| David H. Lenok, Megan Leonhardt All men must die. For fans of Game of Thrones, the show’s parade of deaths over six seasons provides a practical guide to succession planning do’s and don’ts. FULL ARTICLE |
Diana Britton For the first time since the financial crisis, asset managers have seen their revenues and profits decline year-over-year, according to the Boston Consulting Group. FULL ARTICLE |
David Trainer Passive investors don't recognize they are actually making active management decisions without understanding what they own. FULL ARTICLE |
Patrick Carlson Debunking common misconceptions about estate planning makes strong business sense. FULL ARTICLE |
April Rudin Generation X marks the spot for wealth managers’ next big fee pool. FULL ARTICLE |
Anne Field Wouldn’t you like to know what your clients really think about you? We checked in with Carrie Wood, a 41-year-old commercial lease reviewer in Toronto, to learn about her experiences. FULL ARTICLE |
Ryan W. Neal According to a white paper by Panoramix, performance reporting can cost hundreds of thousands of dollars per year. FULL ARTICLE |
Sandra G. Swirski, Alexander L. Reid What we know and don’t know so far. FULL ARTICLE |
Michael Gilfix, Harry S. Margolis, Vincent J. Russo Leading attorneys in elder law and special-needs planning analyze some current proposals. FULL ARTICLE |
Robert F. Sharpe, Jr. Charities and financial advisors shouldn't compete. Here's how they can work together more effectively to realize maximum benefits for all. FULL ARTICLE |
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