At FPA Denver, Succession Planning Is Top of Mind
Financial Planning Association president Tom Potts opened the organization annual conference in Denver on Saturday by noting the amount of older planners looking to retire and the new infusion of younger individuals entering the business.
Past, Present, Future
The year was 1980. Chrysler was rescued, CNN was launched, the Dow began the year at 824 and Investment Advisor published its first issue. Today, Chrysler...
Tim Kochis Named FPA Award Winner
Kochis recognized for industry contributions
Succession Planning: Pass It Forward
As you help your clients prepare for retirement, is that R-word beginning to push your personal buttons? To wit, isn't it time you yourself started...
? Benjamin Ledyard, a veteran wealth advisor and former managing director of the Wilmington Trust Company, has joined Silver Bridge Advisors. Ledyard will serve as...
Organizational Changes for Aspiriant
Kochis stepping down as CEO, but not retiring.
If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...
How They're Coping
Constant Communication "Communicate, communicate, communicate," is the main advice to advisors that Aspiriant CEO Tim Kochis suggests to help advisors through the ups and downs of...
The Future Is Now
When facing a disaster, healthy families turn toward each other for emotional support, but also for practical help. Since sisters and brothers know each other...
Give the gift of tax liability
Clients who own concentrated stock and are wary of diversification may be more open to giving their assets to loved ones or charities, according to...