NOVEMBER 30, 2017

COLLEGE PLANNING

Lynn O'Shaughnessy

If you are at all interested in helping your clients shrink their college costs, this can be an equally important figure for you.

TECHNOLOGY

Lou Schachter

Robos are here to stay. But that doesn’t mean human advisors are obsolete. The ones who survive will learn to bridge the gap.

HIGH NET WORTH

NREI Online

Puerto Rico-based family office Grupo Ferré Rangel recently formed a wholly-owned subsidiary to invest in multifamily properties in the U.S.