I have spent a great deal of time asking clients why they choose to work with their advisors. I’m talking about the clients who are thrilled with their advisors, not the ones sitting on the fence, or ...

In recent years it’s felt like the momentum for women entrepreneurs has been growing. There are more women starting businesses, more conversations about the funding gap, and more visibility for ...

A lot of people pay their financial advisory fee—0.75%, 1%, 1.25%—without stopping to ask, “Am I getting value for this?” It’s widely accepted as the industry standard. But if all you’re receiving ...