Aiding and Abetting: How Client Wrongdoing Can Hurt You
Last May, the giant Swiss bank Credit Suisse pleaded guilty to helping American taxpayers file false income tax returns.
Three Rules of Moral Behavior
Ronald Duska is a recognized leader in helping business executives and financial professionals learn the principles of ethical decision making.
Why Such Distrust?
Financial services continues to be the least trusted industry globally, according to the 2014 Edelman Trust Barometer.
Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
Earning Credentials in LGBT Planning
What holds back same-sex couples with good incomes from working with financial planners?
Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
The CFT Training Process
Certified Financial Transitionist training offered through the Sudden Money Institute (SuddenMoney.com) consists of four parts, which can be completed together or individually
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
Gender and Change
In a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.
Collaborative Divorce: A Win-Win Dissolution
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.