My Derek Jeter Takeaway
Advisor conference organizers face a conundrum when it comes to the final day of the show.
New Hire Roundup: SEC Names Regional Director in Salt Lake City
Meanwhile, tennis champion Andy Murray joined the advisory board of Seedrs, a U.K.-based crowdfunding platform.
Derek Jeter’s Words of Wisdom for Advisors
Pershing’s Insite conference was full of high-profile speakers and big-time announcements, but the now-retired Yankees captain stole the show.
Top 10 Worst Baseball Contracts
Excluding the players in the World Series, there are many contenders for a baseball list that no one wants to be a part of.
Best Finance Tweets of the Month: September
On Sept. 1, Scotland was weighing self-rule, Derek Jeter was ruling baseball and Bill Gross was reigning over PIMCO. A different era, it was.
Advisor Prepares Pro Athletes for Life After Sports
Lee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes — sometimes after meeting the client for less than 15 minutes.
Top 10 Favorite Athlete-Philanthropists
Some might say sports stars make too much money, but many of them do what they can to help others in need.
To Be or Not To Be a Resident
Do you have clients who can answer "yes" to any of these questions: Are you considering changing your state residence? Do you have more than...