Q&A

Help Your Clients With This 'Embarrassing' Task Before They Get Married

By Jane Wollman Rusoff

Talking about money isn't romantic, but not doing so can sink a marriage, Cerity's Ekaterina Klimentova warns.

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News

Dynasty Names Raymond James Exec to Head Advisor Transitions

By John Manganaro

Lindsey Strawhecker is tasked with leading process improvements and initiatives to streamline onboarding and support.

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news

Blackstone’s Wealth Boss Targets $1T in Assets

By Benjamin Stupples and Anna Edwards

Joan Solotar, the firm's head of private wealth, is setting her sights on a very ambitious target.

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Slideshow

9 Trends in How Women Work With Advisors

By John Manganaro

Advisors should not make assumptions or rely on outdated stereotypes, but some commonalities emerged in a recent survey.

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News

How Women's Philanthropy Has Evolved Over 20 Years

By Michael S. Fischer

The pandemic presented new challenges for women and the nonprofits they support, says the Women's Philanthropy Institute.

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Q&A

How an Advisor Helps U.S. Expats Navigate Taxes, Planning

By Dinah Wisenberg Brin

Arielle Tucker says she provides tailored solutions to help expat clients feel more confident about their futures.

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