Technology with a personal touch
A varied, international education gives Ahilan Balachandran a unique perspective on financial services
- March 8, 2019 June 14, 2019
- 15:09
A varied, international education gives Ahilan Balachandran a unique perspective on financial services
Permanent life insurance can be good value for wealthy clients who can afford the upfront costs
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
A sudden influx of cash needs careful management and planning
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
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
Stan Tepner, a former rock music critic, uses his background as an accountant to help him create tax-smart financial plans for his clients
Less than one-third of advisors surveyed feel they are fully prepared to manage and mitigate the risks associated with cybersecurity
The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career