Financial advisers are warning their clients to donate only to well-known organizations if they want to help the victims of the Haiti earthquake.
Advisers are warning their clients to donate only to well-known organizations if they want to help victims of the Haiti earthquake.
Wanted: adviser's assistant. Must have a bachelor's degree, a “nurturing gene” and the ability to speak Farsi.
Sid Blum had been running his own firm, GreenLight Fee Only Advisors, for more than three years when in April he received a threatening legal letter from the hedge fund led by legendary short-seller David Einhorn.
For many financial services firms, planning a holiday party this year is less about raising employees' spirits and more about keeping celebration costs low.
It came as no surprise to Cathy Curtis when MORE, a glossy women's magazine, recently ranked financial adviser as one of the 10 best professions for women over the age of 40.
For years, James Barnash brushed aside conflicts at work, hoping the situation would get better. But instead, it made things worse.
The tough economic environment has forced many older Americans into a “recession lifestyle,” in which they're slashing spending and making other sacrifices in order to make ends meet, a new survey has found.
Although costs are tight for many advisers, these types of client appreciation events remain extremely important — especially following last year's market collapse, which left many clients worried about their financial future.
