Advisors Vetting Prospects
Much is written on what an individual investor should be looking for in a financial advisor. Less discussed, however, is what advisors should look for in individual investors before accepting them as clients.
Read MoreSelect Page
Posted by Corey Brodsky | Jul 15, 2022 |
Much is written on what an individual investor should be looking for in a financial advisor. Less discussed, however, is what advisors should look for in individual investors before accepting them as clients.
Read MorePosted by David Molter | Jul 7, 2022 |
The double whammy of higher home prices and rising mortgage rates have a lot of Americans reevaluating the mortgage they can afford and how much a mortgage lender will lend. There are several ways individuals can calculate the monthly mortgage amount affordable for them.
Read MorePosted by Carol Erdmann | Jul 7, 2022 |
What do Bill Gates, Sting and George Lucas have in common? They plan on giving only a small portion of their vast wealth to their children. Their reason is simple … they place great importance on their children succeeding on their own merits. This leads to an important question: Can wealthy parents raise children with strong values and empathy for those less fortunate amid vast personal wealth?
Read MorePosted by Cliff Walsh, CFA | Jul 1, 2022 |
Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.
Read MorePosted by Andrew Dorfman | Jul 1, 2022 |
Recent advances in DNA research have provided scientists new insights into human behavior, disease, aging and evolution. From DNA fingerprinting and DNA microarray technology (a tool used to determine whether an individual’s DNA contains gene mutations) to gene therapy and cloning, these advancements are opening doors to enormous opportunities to improve the lives of humans, as well as presenting profound ethical issues that society will need to address.
Read More