Choosing Fixed- or Variable-Rate Business Financing By Rick Dennen Traditionally, commercial borrowers have had limited options in the type of financing available to meet their business needs. Whether the purpose was for business growth or simply boosting... read more
Women strengthen the RIA industry No matter where you turn, a current topic of discussion among RIAs is the impact women can have on the industry. The impact of women, however dissimilar they may seem, could be deeply integrated with other notable trends. The industry... read more
Grow Smarter: How to Avoid the Biggest Mistakes Buyers Make in an Acquisition Guest Blogger: Anthony Whitbeck Acquisitions are an excellent way to grow your financial advisor practice quickly. Not only does it allow you to gain valuable market share, when done well,... read more
Of interest rates and inversions The media frequently broadcasts unsettling stories about interest rates or about poorly understood economic concepts like the inverted yield curve. Most of those stories gloss over the issues, with a series of talking heads predicting... read more
“Remain calm! All is well!” Such words are uttered by Kevin Bacon during the climax of the movie Animal House (1978), as his character – the antagonistic Chip Diller – helplessly attempts to address a fleeing mob of shrieking parade-goers. The context of the scene... read more
Appealing to Millennials Part 2 In this, the second part of our two-part blog series on how businesses can connect with potential millennial clients, I will be covering those areas in which a professional online presence can benefit the bringing-in of said clients. ... read more
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