As a child, William Sparks spent a lot of time alone at home while his single mother worked two jobs to make ends meet
Adopting a homeless teenager may seem like a huge commitment, but Sean and Leigh Anne Tuohy, the inspiration for the best-selling book and motion picture “The Blind Side,” said they get too much credit
As Tiger Woods publicly acknowledged his “transgressions” last week, his wife was looking into changing the couple's prenuptial agreement in order to collect more of the pro golfer's millions, according to published reports.
For the first time in years, Judith Bedell and Mike Frazier got to call the shots when they negotiated a new lease for their advisory business in Walnut Creek, Calif.
Having been burned by the market more than once, investors now seem to be twice as shy about handing over their hard-earned money to a new financial adviser.
For many advisers, politics ranks right up there with sex and religion as a topic to avoid when talking with clients.
Just like some home sellers who resort to a fresh coat of paint to enhance their home's “curb appeal,” financial advisers can take steps to help their practices sell faster and for a higher price.
When it comes to dealing with wholesalers, financial advisers prefer phone or online conversations over face-to-face meetings.
For advisers, having too few clients can be a dire situation. On the other hand, having too many clients comes with its own traps, snares and pitfalls.
The soft market for advisory businesses is revealing an old verity: A founder's best successor is often a junior adviser who has been elevated to partner.