Planning and Advice

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

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

By Michelle Schriver |June 10, 2020

5 min read

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel

By Katie Keir |June 8, 2020

3 min read

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

By Staff |May 25, 2020

1 min read