Touchstone Wealth, a firm affiliated with MassMutual, has added five advisors and four support staff across two teams in the Southwest, managing a combined $325 million in client assets.Touchstone has...
Let’s be honest. People don’t get into accounting to be data entry specialists. They want meaningful work that makes a difference in their clients’ lives. However, because of long-held perceptions...
Being your own boss comes with a variety of perks, but it also forces you to handle work typically taken care of by a human resource or finance department. For...
If you’re a beneficiary of a trust or estate—or a partner in a business (like an LLC, partnership, or S corporation)—you might find a Schedule K-1 in your mailbox this...
Focus on the results and behaviors, letting go of “how.” By Tamera Loerzel Partners often tell us that one of their number one succession concerns is wondering who will ascend...
Coming July 2025 Annual Family Law Special Issue View 2024 Family Law Issue In 2024, we produced our first digital Family Law issue, highlighting lawyers, law firms and legal teams...
Having reached 40 years old, firmly into middle age, ABA TECHSHOW shows it still has some tricks up its sleeves. For 2025, attendees get to experience a new venue, dig...
When John C. Maxwell said, “Change is inevitable. Growth is optional.” I'm convinced he was talking about B2B software. When Adobe Summit wrapped up yesterday, over ten thousand people walked...
![How to Write a Strong Request for Proposal [Examples & Template]](https://www.hubspot.com/hubfs/rfp_featured.png)
If I was reading a post about request for proposals (RFP), I’d want to get to the point … and fast. And that’s coming from me, a former marketing consultant...
The competition among asset managers to launch evergreen funds—open-end funds that typically feature lower minimums, simplified tax reporting and limited liquidity—continues at a white-hot pace.The latest asset manager to throw...
