Many high-net-worth clients are serious connoisseurs of fine art, antiques or other collectibles. Michael Mendelsohn writes about how financial advisors who are collectors themselves can use their interests to expand their practices.
Many high-net-worth clients are serious connoisseurs of fine art, antiques or other collectibles. Michael Mendelsohn writes about how financial advisors who are collectors themselves can use their interests to expand their practices.
© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.
May 15, 2026
The technology, the planner suggests, could lead firms to gut entry-level roles, creating experience gaps.
May 15, 2026
The firm now boasts $25 billion in assets under advisement, according to its president, Andree Mohr.
May 15, 2026
Market participants are abandoning the decades-old "settle-and-move-on" playbook, a Vanderbilt Law professor explains.