Selecting a financial advisor is a critical decision that should be based on more than just surface-level rankings and accolades. By considering factors such as technology investments, client engagement capabilities, modernization efforts, and the authenticity of awards, you can make a more informed choice that aligns with your financial goals and values. Remember, the best financial advisor is one who not only manages your wealth effectively but also prioritizes transparency, communication, and a client-centric approach.
Successor Trustee Duties: What the Job Really Involves (In Plain English)
What to Do With Inheritance Money When You Feel Frozen (or Guilty)
Do I Need a Financial Advisor? When You're Suddenly in Charge of the Money
Selecting a financial advisor is a critical decision that should be based on more than just surface-level rankings and accolades. By considering factors such as technology investments, client engagement capabilities, modernization efforts, and the authenticity of awards, you can make a more informed choice that aligns with your financial goals and values. Remember, the best financial advisor is one who not only manages your wealth effectively but also prioritizes transparency, communication, and a client-centric approach.
America's Top Financial Advisors: What most surveys get wrong
Selecting a financial advisor is a critical decision that should be based on more than just surface-level rankings and accolades. By considering factors such as technology investments, client engagement capabilities, modernization efforts, and the authenticity of awards, you can make a more informed choice that aligns with your financial goals and values. Remember, the best financial advisor is one who not only manages your wealth effectively but also prioritizes transparency, communication, and a client-centric approach.
Do I Need a Wealth Manager, a CPA… or a COO for My Financial Life?
If your financial life feels more like managing a business—with advisors, CPAs, attorneys, and insurance agents all working in silos—it may be time to ask a better question: Do you need a personal CFO or financial COO? Amy Parvaneh, founder of Select Advisors Institute, helps high-net-worth individuals coordinate their entire financial infrastructure. She joins meetings, tracks open items, flags risks, and keeps your entire team aligned—quietly, strategically, and without selling any products. Whether you’ve just had a liquidity event, are navigating inheritance, or are simply tired of being the go-between, Amy offers discreet, high-level support that gives you clarity and control—without the chaos of managing everyone yourself.
Life After Divorce: Who Helps You Get It All Together?
If you’re recently divorced—and especially if the settlement left you with more money, more questions, and more anxiety than you ever expected—you’re not alone. You may be wondering: What do I do with money after divorce? Who helps organize finances after divorce? How do I start over financially after divorce—without making mistakes? Who do I talk to about my finances now? Should I fire my financial advisor after divorce? Even if you have excellent lawyers and a “good” settlement, it’s easy to feel overwhelmed—especially if you didn’t manage the finances before.
How to Write a Financial Advisor RFP (Without Giving Up Control)
If you're searching for a new financial advisor—or wondering if your current one is still the right fit—your instincts are probably right: choosing who manages your financial life should not be left to a quick meeting or a glossy website. Ultra-high-net-worth families and individuals face complexities that go far beyond typical wealth management. Coordinating with CPAs, estate attorneys, trustees, and multi-generational decision-makers isn’t just a task—it’s a system. And when you're selecting someone to help oversee that system, it pays to treat the process like a serious hire. That’s why more families are turning to a tool traditionally used by institutions: the Request for Proposal (RFP).