Practice

When to talk philanthropy

You help clients build wealth. Now, help them give it away

By Christopher Mason |December 19, 2012

7 min read

Build conversations that persuade clients

A client calls demanding to buy the penny stock his cousin is touting. The investment is completely unsuitable. How do you persuade him not to buy it?

December 19, 2012

3 min read

Apple analysts growing bearish

Some of Apple’s biggest fans are growing increasingly bearish, thanks to weak iPhone sales over the holidays and the threat of Google and Samsung products, says Bloomberg. Read: Apple escalates patent war against Samsung In fact, five analysts, including Citigroup, Pacific Crest Securities, Mizuho Securities USA, BMO Capital Markets and Canaccord Genuity, have cut their […]

By Wire services |December 18, 2012

1 min read

Are outside business activities worth the risk?

Learn how to stay out of trouble.

December 18, 2012

5 min read