In the past, I’ve likened a client’s view of a financial advisor to watching a duck swim across a pond. To the observer, it looks like the duck is effortlessly gliding across the water, but beneath ...
The traditional model of legal practice often left clients in the dark-waiting for phone call updates, unsure of next steps, ...
Ronald Kruszewski, Chairman and CEO, Stifel Financial Corp. The financial industry is experiencing a crisis of confidence. So says Ronald Kruszewski, chairman and CEO of Stifel Financial Corp., a ...
A 58-year-old client came to financial planner Michael Kitces’ office seeking a plan that would allow him to retire at age 65 with $1 million. The client headed home “retired” that very day. “He had ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results
Feedback