Miriam Rozen
staff reporterMiriam Rozen, a Financial Planning contributing writer, is a staff reporter at Texas Lawyer in Dallas. Follow her on Twitter at @MiriamRozen.
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When advisors plan unique events to gather clients and their friends, referrals follow.
January 22 -
Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.
December 15 -
Sky-high prices at recent art auctions in one case up to $170.4 million may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.
December 7 -
Disruptive entrepreneurs could set their sights on the financial advisory worlds.
December 4 -
Seven effective ways to convince the adult children of clients to become clients themselves.
November 27 -
How recent regulatory changes mark a pivotal moment for client/advisor relationships
November 18 -
Advisors who focus on getting all the assets of their crème de la crème prosper.
November 8 -
Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.
November 8 -
Hiring junior people can help free up more time for senior advisors to work with top clients.
November 5 -
Family office advisor Rick Flynn rebrands his practice and teams with two other veterans.
November 5
