When I started my career at Smith Barney in the US, “back in the day,” people with surplus funds engaged a stockbroker to buy and sell securities on their behalf. This relationship was primarily transactional (with a few liquid lunches thrown in for good measure). Stockbrokers were paid by commission, and each buy or sell ...
Risk means different things to different people, particularly when used in the context of financial planning. Often advisors are too quick to label investors, particularly women and young professionals, as conservative, when in fact a more moderate or aggressive profile would better suit their objectives. Risk means different things to different people, particularly when used ...
“For people going through a separation or divorce, it can feel like being lost in the solar system with all of these meteors flying by.” In the collaborative divorce process, several professionals work together as a team to support the needs of a family transitioning through divorce with the goal of avoiding litigation. Sandy Hawkins, ...
