Example 1: Robert, a 40-year-old construction worker living paycheck to paycheck, won $15 million in a state lottery. He was ecstatic, purchasing a new house and car and sharing some of his newfound ...

As clients’ financial stress builds—due to personal reasons or in reaction to an increasingly volatile stock market—advisers working with individuals report spending more of their time addressing ...

And two other tricky workplace dilemmas. Inc.com columnist Alison Green answers questions about workplace and management issues—everything from how to deal with a micromanaging boss to how to talk to ...

When an investor walks into their financial planner’s office, they’re not only bringing financial questions, but also, whether outwardly expressed or not, they’re likely bringing stress or anxiety ...

Many lawyers don’t appreciate — and some don’t even recognize — the attorney-client privilege’s astounding fragility. Once they understand it, they should warn their clients not to share privileged ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...

Today, BitMine Immersion Technologies, Inc. (OTCQX: BMNRD) announced the launch of its Bitcoin Treasury Advisory Practice and a $4 million deal with a U.S. exchange-listed company. The deal saw ...

Don’t negotiate too early. Define a “win-win” outcome before you talk numbers. Don’t let personality hijack the process. Use the power of trade-offs, embellishments and compromises. Know when to walk ...

Travel is an emotional journey, and a big-ticket purchase as well. Dreams, creating memories, aspirations, lifestyle, relaxation, and health all rolled into a few days away or a few weeks away - ...

Prior to adopting DealCloud, Republic Partners managed client relationships using spreadsheets and email-based tracking. The lack of a centralized system made enterprise-level growth and efficiency ...

One of the most complex areas for sell-side execution desks today is dealing with client algorithms, according to the Acuiti’s Q3 Sell-Side Execution Management Insight Report. According to the ...