How to manage your career, business |

My Practice

Tips to serve high-net-worth clients

Dear client, I’m leaving you

More My Practice

The royal pain (a case study, part 1)

Custom planning

Cultured finance

SPIVA Las Vegas

Landed assets

Do-Not-Call rules create silver lining

Immigration nation

A succession plan, or two

Whither materiality?

Forthright fees

Meet the millennials

Growing grey

You’re busted

Why CFP accreditation is important

Four faces