Lauren Barack

Recent Stories From This Author

Advising Small Business: The Allure and Risks
April 1, 2012 Advisors share their insights about the blurred line between personal and corporate finances for the entrepreneurial client.

Interested in Cross-Selling? Better Change Your Attitude
August 1, 2011 Recent regulatory acts, coupled with continued changes in consumer behavior, are positioned to slice deeply into the...

Taking a Hard Look at the Retirement Dream
June 1, 2011

Difficult Conversations In Trying Times
November 1, 2010 Chronic illness can dramatically affect a financial plan. Advisors need to have discussions with clients before the need even...

Beating Back The Independents
July 1, 2010 Despite claims, the movement of wirehouse advisors going independent is not a geyser.

Five Questions with Daniel Banis
May 1, 2010 An EVP of Sales and Strategy at MullinTBG discusses investment options of high-income executives and what advisors need to know.

Courts Say You Can Charge Higher Fees, But It Still May Not Be Wise
May 1, 2010 Don't expect any upward trend in fees as a result of the decision.

Life Style Referrals
April 1, 2010 Savvy financial firms understand that acquiring new clients is more than just getting one customer to give them a...

Time For Creative Recruiting
March 1, 2010 With top advisors locked into retention packages, it's becoming harder for wirehouses to boost their ranks.