At Your Service
If Jonathan Blattmachr had his way, there would be plenty more trusts in this country. That's not just because Blattmachr, an attorney with Millbank Tweed...
Ken Robinson had a question about his mortgage. After meeting with his banker, Robinson--an independent financial advisor and founder of Cleveland-based Practical Financial Planning--decided to...
Raising the Bar
Tom Batterman has an aging client in a nursing home who is spending an "irresponsible" amount of money on contests. "We've broached the subject with...
In Independents We Trust
If we had conducted our survey of independent trust companies a decade ago, to receive a dozen respondents from a universe not much larger than...
Limited partnerships have not performed as adverti
The swells of change and new competition are alrea