As soon as he heard that 13-year-old Margaret Hurt was in danger of losing the horse she had been riding since becoming sick with leukemia two years ago, Preston Byers agreed to donate $6,000 to help her buy Hoochie.
Many years ago, I developed an approach to consulting — one that we have used in my firm for the past dozen years. It is called naked consulting, and yes, it is as much fun as it sounds.
The couple could refinance their house and take out a new 30-year fixed-rate mortgage at 5% or less and devote the $500-plus monthly savings to make up for the shortfall in Jenna's college fund. However, we recommend speaking to the college financial aid office about Stafford and Plus loans from Sallie Mae, as well as additional options. They should continue to fund her 529 plan while she is in college. Because James still has three years to go before starting college, they should also continue funding his 529 plan.
Airline attendants aren't the only ones who put up with rude customers
Many say they're not thrilled by the condescending treatment they receive from advisers; industry 'has done a lousy job,' concedes one male adviser
GenSpring Family Offices LLC said today that it has hired Puneet S. Sahi as a family investment officer for its Costa Mesa, Calif., office.
Independence does not need to be defended or explained. The advisers who have gone independent — and become business owners — know very well why they made that choice.
One quote in a story by Jeff Benjamin in our RIA Rundown special report (<i>InvestmentNews</i>, May 31) caught my eye.
Robert Siegmann knew he had a problem on his hands when he and his co-workers found themselves orchestrating “secret” meetings to avoid dealing with a fellow adviser known for being particularly cantankerous.
Financial advisers find themselves dispensing calming words and holding hands with uneasy investors as the stock market extends its biggest decline in more than a year.
JPMorgan Chase & Co. wants to squeeze more business from its mass-affluent customers, and it's asking Barry Sommers, the former head of its brokerage unit, to lead the effort.
When financial advisers did their business post-mortems after the 2008-09 economic downturn, many were alarmed to find that their firms weren't well-prepared to handle such a crisis.
Says Bronx Bomber's co-owner owes Uncle Sam $670K; dispute stems from audit of MLB team's books
Few things are as certain in estate planning as this: Celebrity deaths are sure to generate plenty of business for lawyers.
From March 31, 2009, through March 31 of this year, the number of advisers at regional broker-dealers jumped 2%, from 39,791 to 40,738.
Many financial advisers assume that selling their practices to trusted junior advisers inevitably results in a smooth and easy transaction.
