Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
November 20, 2017
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Focus Partners:: Seamless Advisor Transitions for Client Retention and Sustained Growth
Advisory transitions aren’t just personnel changes—they’re moments of truth. Done well, they demonstrate professionalism, foresight, and commitment to the client experience. Done poorly, they risk reputational damage and long-term erosion of client trust.
‘She’s a Midlife Crisis Rebound’
Hugh Jackman reportedly willing to risk remaining fortune to wed ‘Soul Mate’ Sutton Foster without prenup. Jackman just settled $387M divorce.