At times, advisers must come out from behind their desks to do something they're not wild about: give a presentation to a group. The vast majority of those presenting will use PowerPoint.
Good presenters will adhere to some basic rules:
1. Don't clutter slides with too many facts or figures.
2. Do
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Advisory firms should perform due diligence on how all their providers safeguard clients' personal information, including custodians, software and back-office services.
Advisers can turn these surprises into planning opportunities this year.
To choose a project, look at such factors as the market you're targeting and your expertise.
While the new tax laws will complicate year-end planning, there are some steps people can take.
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients
