As new investors join the fray, advisors are often challenged with how to react. The newest wave, often younger millennials and Gen Z, are referred to as “Generation Investor” and have more economic ...

Approach a negotiation as a problem-solving exercise, rather than a combative discussion. Negotiating contracts and terms with clients is a critical aspect of any business engagement. Whether you're a ...

Spurred by a legal system comprised of advocates, litigation proves to be a competitive environment where each lawyer functions as a zealous representative for his client. Whether it is merely human ...

You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth. And if there’s no ...