Practice

Segment your book for a stronger firm

Identify which clients to focus on and which to let go

By Christopher Ambridge |January 6, 2016

4 min read

Retirement planning isn’t one-size-fits-all

Self-described “black, lesbian, mother, warrior, poet” Audre Lorde once commented, “It is not our differences that divide us.

By Camilla Cornell |December 21, 2015

2 min read

Rapping about CRA and crooning about the economy

Sometimes the best way to confront a difficult topic is to laugh at it.

By Staff |December 11, 2015

3 min read

Be compliant when hiring

Make sure you only take on approved staff

By Jonathan Heymann |December 11, 2015

3 min read