Table of Contents
First-hand lessons in how to deal with some of the worst types of clients, and even how to avoid them altogether.
Three changes would make the financial advice industry more nurturing and appealing for young professionals
Statistics show mixed-gender investment management teams outperform single-sex crews
Too many questionable aspects to the process make it hard to be perceived as fair.
If the presidential candidate believes long-term capital gains should be rewarded because they will spur economic growth, she should seek to lower rates, not raise them.