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Articles tagged: Financial Services
Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do
Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself. Read More
5 Rules for Building a Solid Family Office Structure
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)
In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow. Read More
6 Considerations for Business Owners When Hiring 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
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
The Importance of an Integrated Financial System in Your Business Infrastructure
An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions. Read More
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
Understanding Behavioral Finance and Your Financial Advisor’s Biases
Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments? Read More
That’s SOC, Not SOX: SOC Reports Audit the Safety of Company Data
An SOC report tells business owners, buyers and fiduciary directors if their data is being safely managed by a service organization. Should you request one? Read More
Why Your RIA Fears Private Equity Investments
RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand. But clients are becoming curious. In a 2019 RIA Sentiment Survey […] Read More