Lisa Shidler
Starting today, viewers will be glued to the TV for the NCAA men's basketball tournament. But one financial firm in Kentucky is drawing clients in with its own tourney attraction
With scores of applicants for every position, companies can afford to be extremely choosy when hiring; 'getting the right people on the bus'
Christopher Van Slyke's firm was growing at a rapid clip. His approach to managing the bustling operation, however, lagged far behind
When he was a teenager, Nathan Stibbs used to catch passes thrown by Peyton Manning during high school games. This week, he was thrilled to receive something else from the Indianapolis Colts star quarterback. Mr. Manning snagged a ticket to Super Bowl XLIV for his friend and former teammate.
Four years ago, David Rey was looking for a way to connect with his clients and raise money…
The S&P 500 has gained 48% over the past year, but memories of the market crash are still fresh, forcing many financial advisers to move risk assessment off the back burner and to the center of their playbooks.
The combined firm, which will operate as Forum Financial, has ten advisers and $500 million in assets under management
It may be unconventional, but this family-owned advisory firm has used Dash, Brooklyn and Trot as "corporate greeters" for the past four years.
Investment adviser Richard Feight admits he's not very good at brewing beer, but he's found that the hobby helped him build business connections and network with clients.
If you're planning to sell your practice, or you just want to build it up, be advised: there are number of ways to boost a firm's value.
