Employee vs. Independent Contractor

April 9th, 2020

WealthManagement.com Apr 02, 2019 Alan Gassman, Martin M. Shenkman  What’s the distinction between characterizing someone as an employee or independent contractor? Perhaps more importantly, do you as a wealth advisor […]

A Symphony of Collaboration is the Key

April 9th, 2020

WealthManagement.com Sep 1, 2015 Martin M. Shenkman  Jonathan Clements wrote the following in a recent article in Financial Planning, “To Beat Robos, Stop Selling Fantasies,” Aug. 31, 2015: “Many traditional […]