Practice

Get ready for your close-up Get ready for your close-up

Advisor's Edge

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

By Gil Martinez |June 12, 2020

2 min read

Can you help this risk-averse client? Can you help this risk-averse client?

Advisor's Edge

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

By Michelle Schriver |June 12, 2020

3 min read

Client Confidential: Amy Fish Client Confidential: Amy Fish

Advisor's Edge

Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles online. City: Montreal, where I live with my husband, David, and our three kids Age: 50 Occupation: Ombudsperson, Concordia University; writer and public speaker. My most recent book — I […]

By Susan Goldberg |June 12, 2020

3 min read

Downturns often mean an uptick in claims against advisors Downturns often mean an uptick in claims against advisors

Planning and Advice

Downturns often mean an uptick in claims against advisors

Legal experts offer tips for protecting yourself in good times and bad

By Michelle Schriver |June 10, 2020

5 min read

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