Top Lying Myths Maria Hartwig, associate professor of psychology at the John Jay College of Criminal Justice in New York, says there is no relationship whatsoever between "giveaways," such as someone who won't look you in the eye, appears nervous, fidgets or contradicts himself, and not telling the truth.
Why Advisors Must Embrace Socially Responsible Investing Chat Reynders, chairman and CEO of Reynders, McVeigh Capital Management, an RIA with about $900 million in assets under management, speaks about why socially responsible investing is essential for advisors to better connect with younger generations, avoid liability and improve transparency with clients.
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Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
Working with UHNW clients requires more than solid investment management and estate planning, according to advisor Paul Pagnato, founder of the Pagnato-Karp Group. Here are some of the other critical planning areas that advisors need to pay attention to.