Home Grant McIntyre

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

  • March 8, 2019 June 14, 2019
  • 15:09

Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

  • October 15, 2018 August 13, 2019
  • 00:24

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

  • October 24, 2017 August 17, 2019
  • 12:02

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

  • October 18, 2017 August 17, 2019
  • 11:50

A sudden influx of cash needs careful management and planning

  • October 15, 2017 August 13, 2019
  • 00:04

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success

  • October 11, 2017 August 17, 2019
  • 14:00

When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the rules. Now Tyers, accountants and their clients benefit

  • July 27, 2017 June 14, 2019
  • 23:45

Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients

  • April 27, 2017 June 14, 2019
  • 23:45

Less than one-third of advisors surveyed feel they are fully prepared to manage and mitigate the risks associated with cybersecurity

  • September 16, 2016 September 16, 2016
  • 12:10

The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career

  • September 15, 2016 August 17, 2019
  • 09:30