Evan Paul brings more than a decade of experience in wealth management and asset protection. His focus is on building legal ...

Such stories remind us that the future clients haven’t just arrived but are moving in and changing the furniture. They’re also asking why the old rules are still on the wall. Given the changes, the ...

Every few years, the industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirty-somethings and a promise ...

The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...

Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...