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April Rudin is chief executive and founder of the Rudin Group.
Work from home
Make working from home work for you — and your clients
Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?
What advisors can learn from a walk through a shoe store
The concept of ROI is shifting for young investors.
How wealth management clients may hold key to boardroom diversity
One untapped resource is appealing to investors to allocate more of their private wealth to companies with successful gender diversity programs.