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Topic John Kimelman

This content is from: Practice Management

If You Suddenly Die, Your Clients Should Be Fine, Succession Plan or Not

Advisors may not need a full-fledged succession plan like everyone says. A simpler contingency plan can suffice.
By John Kimelman
December 04, 2019
This content is from: Wealth Management

High Net Worth Clients Are ‘Deathly Afraid’ of a Warren Presidency. What Can RIAs Do?

An advisor playbook for the 2020 election.
By John Kimelman
October 15, 2019
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Bond ETFs Soar Toward $2 Trillion

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December 20, 2019
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Video: The Modernization of the Bond Market

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December 20, 2019
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