Financial Poise

Articles tagged: Financial Services

A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

5 Questions to Ask Before You Hire a Financial Advisor

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. 

Read More
hire an investment banker

How to Pick an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

Read More
Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

Read More
What is a family office?

What is a Family Office?

Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to […]

Read More
retirement plan fees

Retirement Account Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

Read More
Business Lender Relationship

Managing Your Relationship with Your Business Lender in Times of Crisis

A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

Read More
Blockchain Cryptocurrency

Eight Reasons Why Blockchain Technology Won’t Be Stopped (And Shouldn’t)

Blockchain technology and cryptocurrencies offer disruptive—but secure—ways of using currency, making payments and documenting contracts.

Read More
Alternative Banking

What the Financial Industry Should Know About Gen Z and Millennial Banking Habits

Millennial banking habits are making financial institutions rethink their strategy, and Gen Z is not far behind in shaping Fintech trends.

Read More
Hiring a Corporate Trustee

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

Read More
a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

Read More
>