I'd argue that knowledge is not power. Knowledge is powerful. Knowledge can give you an edge in whatever you do. But at the end of the day, knowledge itself is not power — it is an enabler to power or ...

One of a corporate lawyer's top jobs is to help their clients navigate the complexity of law in order to obtain the best possible outcome for their business. In doing so, the goal is to exceed client ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning ...

Your clients are your biggest asset. Without a strong customer base, a business will fall apart. Although acquiring new customers is necessary for business growth, maintaining good relationships with ...

Designing an optimal retirement income plan for a client is not easy. A myriad of uncertainties and risks must be addressed, directly or indirectly, and a significant body of research exists on the ...

A CPA sits down with a client to discuss retirement planning. The CPA thinks they’re on the same page. They’re not. CPAs sometimes assume clients know more about retirement planning than they actually ...

The KM team's engagement with client relationships is almost invariably limited to 'knowledge-based' business development (producing updates and bulletins and running client seminars or, in the case ...

Around three years ago, the president of Creative Capital Wealth Management Group in Phoenixville, Pennsylvania, created the Milestone Clarification Process, a retainer-based financial planning system ...

We can all agree that putting a client’s interests first is important for long-term practice success. It's not only a regulatory responsibility for many advisors, but it’s also good business practice ...

Background: For Sheree Arntson, education has been a touchstone of her career in wealth management. After college, Ms. Arntson worked with a group of physicians managing the employee benefits for ...

The genesis of the Client suitability and appropriateness framework lies in Markets in Financial Instruments Directive (MiFID II) regulation. MiFID II is scheduled to be implemented in January 2018.