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Technical expertise is important, but what really matters in financial planning is the relationship.
August 1Napier Financial -
There are two types of issues: ethical and regulatory conflicts, and practice management conflicts.
July 3Napier Financial -
Adding wealth management is a great way to turbo-charge a practice.
May 3Napier Financial -
Clients' returns raise crucial planning questions.
February 1Napier Financial -
Financial planners need to find answers to the machine threat.
July 30Napier Financial -
CPA advisors need to do more planning for themselves.
May 30Napier Financial