Practice Management

Client management tips from a financial advisor Catherine Falls Commercial/Getty Images Divorce isn’t just emotional—it’s financial. When I work with clients going through a divorce, my first response isn’t “I’m sorry”—instead, it’s “Okay, let’s get organized.”  Divorce isn’t just emotional—it’s financial. If we don’t help clients plan early, they risk making decisions based on anger…

Reviewed by Pamela RodriguezFact checked by Vikki Velasquez While mobile banking and robo-advisors have been in place for some time, newer technologies are still reshaping the financial services landscape. But what impact will they have on the industry, and where will the financial world go next?  Below, we discuss these changes with Dan Egan, managing…