Practice

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

Atlanta Capital and PFM say they will offer more concierge services to families with less than $20 million in AUM.

Bloomberg -- A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

For a business owner looking to retire, a succession within the family is the most beneficial arrangement, but this can be emotionally charged.

Over the past two years, the number of advisors jumped to 60 from 45, an important factor in the unit’s revenue growth.

As the court battle between Michael Jackson’s heirs and entertainment company AEG heads to the jury, the case highlights five legal challenges and complications that the estate executors have had to worry about in the last few months alone.

Bloomberg -- Most U.S. oversight of financial markets and institutions will continue to operate as usual during a government shutdown because most regulators are funded with independent revenue.

Bloomberg -- The Treasury Department said money managers could pose threats to the U.S. financial system when reaching for higher returns, herding into popular asset classes or amplifying price movements with leverage.

A partisan stalemate that partially shut down the U.S. government may lessen the appetite of lawmakers for risking a debt default later this month.

The fate of the Dodd-Frank Act’s ban on banks trading for their own accounts -- one of the final pieces of the U.S. effort to prevent a repeat of the 2008 financial crisis -- may rest with a cluster of economists at the Securities and Exchange Commission.