Advisers can learn from Eileen Cure and her practice management fiasco
The Texas adviser, shunned for alleged racist comments, missed the memo on diversity benefits but exposed a broader conundrum facing advisers.
This summer I started writing weekly profiles on niche advisory practices to explore the trend in wealth management of narrowing the potential market and client services to the level of concentrated specialization.
Across the eight profiles I’ve written so far, the patterns starting to emerge s
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