Improve Your Skills in Advising on Philanthropy
One of the best things about wealth is the opportunity it affords to do good. Many wealthy clients are eager to give money to...
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Don’t Make Black Tie an “Option”
If you’re planning a formal affair, your guests should have one plea for you. Never, ever include “black tie optional” on the...
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How Modern Technology is Threatening Our Childrens’ Imaginations
While technology has afforded our society vastly expanded opportunities, it’s also a double-edged sword. Who among us has not felt...
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Remarrying Clients May Need a Reminder Regarding Estate Planning
Clients embarking on a happy new chapter in life are unlikely to put estate planning on their pre-wedding to do list, but it’s an...
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London City Airport Goes Upscale
While London’s City Airport is the closest airfield to the Square Mile and offers convenient access to all of London, it’s rarely...
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Communicating with Affluent Clients
Given the importance of affluent clients to a successful practice, it behooves the advisor to learn to communicate in a way that...
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Good Leaders Know that Emotion Matters
If you make a list of the leaders you admire the most, it’s a good bet that your emotional response plays a role in your respect...
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Technology is Changing the Way We Age
With investment solutions becoming more commoditized, advisors need to rethink their traditional roles and become more proactive in...
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Some Tourist Traps are Actually Worth Your Time
When you’re on holiday, the last thing you want to do is spend half a day in line, fainting under the burning sun and surrounded by...
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Bernie Sanders Says Trump Proposal Would Save Walton Family $53 Billion
In early October, Bernie Sanders took another swipe at Republican presidential candidate Donald Trump, attacking Trump’s plan to...
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The Changing Face of African Travel
Mention the word safari and it conjures up visions of Meryl Streep and Robert Redford in Out of Africa, or perhaps the vague memory...
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Stylish New Developments for Storing Wine
The musty underground wine vault is rapidly becoming a thing of the past. Today’s wine connoisseurs are looking for options that...
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Sartorial Splendor on Savile Row
From the Duke of Edinburgh and Prince Charles, to Winston Churchill, to icons of fiction like James Bond and Bertie Wooster, the...
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How to Manage Life Insurance Beneficiary Issues for Your Clients
When talking with your clients about life insurance issues, one of your responsibilities as an advisor is to ensure that policy...
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Dan Carcillo Pleads for More Mental Health Support in the NHL
In February 2015, former Chicago Blackhawks player Steve Montador died at the age of 35. Montodor had spoken publicly about his...
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Arthritis Prevalence Varies by State and Affects Insurance Underwriting
Arthritis is joint inflammation disorder that often starts out as a nuisance but can gradually become a debilitating condition...
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