One key to being a million-dollar producer? Dumping smaller clients, survey finds
It may ruin a friendship. It may smack of snobbery. It'll probably come across as cruel, insensitive and heartless. But financial advisers who truly want to build their practices need to dump many of their small clients.
Battle gets personal
Ever since his aunt died of leukemia in 1992, John Hyland has dedicated his free time to raising funds for research and awareness about the disease
‘I want to help kids be kids’
Mike Berry is used to receiving letters adorned with doodled hearts or smiling stick figures and addressed to the “Backpack Fairy” or “Food Angel”
Funded sports a hit with kids
As a child, William Sparks spent a lot of time alone at home while his single mother worked two jobs to make ends meet
Protecting your 401(k) with a prenup contract
It's hardly shocking that prenuptial agreements are on the rise, given the shaky economy
Children’s clinic in Ecuador ‘an oasis’
On his first trip to Riobamba, Ecuador, in 2003, Paul Martel was mesmerized by the beauty of the landscape, which includes stunning views of volcanoes and the Andes Mountains
Winners honored in NYC
Adopting a homeless teenager may seem like a huge commitment, but Sean and Leigh Anne Tuohy, the inspiration for the best-selling book and motion picture “The Blind Side,” said they get too much credit
At this firm, everyone chips in
Phil Richards was dirt-poor as a kid, but thanks to the kindness of volunteers at The Boys' Club of New York, he had many opportunities
Tiger Woods’ wife not the first to consider a mulligan on prenup
As Tiger Woods publicly acknowledged his “transgressions” last week, his wife was looking into changing the couple's prenuptial agreement in order to collect more of the pro golfer's millions, according to published reports.
Clients need more LTC advice, experts say
Talking to clients about long-term-care insurance may be uncomfortable, but failing to act can lead to a lifetime of savings' being erased in months.