Peter Adamson, 47, a well-regarded money manager who pioneered the use of hedge funds in the 1980s, family office investments in the 1990s and currently serves as billionaire
Adamson began his career as a
By coordinating with a client's other financial professionals, such as lawyers and accountants, financial advisors have the potential to deliver even more value.
Summer meetings might pose a scheduling challenge, but financial advisors could help clients avoid costly mistakes by guiding them away from the common bias in a midyear meeting.
Industry lawyers and recruiters share the key steps bank-based advisors can take to avoid litigation or lower legal exposure when moving clients to a new firm.
The Swiss banking giant sees its net new assets fall off again, largely owing to tax withdrawals, CEO Sergio Ermotti said. But ongoing advisor departures are also a culprit.
Advisors share the types of financial infidelity and secrecy they have seen in couples, and how they approached the money misbehavior.
In a Q&A, Horizon Financial Group CEO Pete Bush explains why he adapted one of his favorite books to the financial advising profession.
