Virtual Realities

Searcy Financial Services had key employees working remotely and conducted face-to-screen client meetings from multiple locations. Then the company founder decided to move away.

Takeaways: Clients are receptive to virtual meetings so long as they can get in touch with you. You might see your staff more often virtually working from home than you did […]

Bond King’s Messy Exit


Financial advisors and the investment community were shocked this past Friday when Bill Gross, sometimes referred to as “the bond king” resigned from Pimco, a firm he founded in 1971 that rose to become one of the largest mutual fund management firms in the world. Gross also served as fund manager for the $221.6 […]