How to Talk to Clients with Market Jitters

February 22, 2018 Barron’s While most advisors recognize that volatility can be a good thing, many clients don’t share the same opinion. But calling them with rout advice about how to weather the storm isn’t necessarily the best course of action. That’s according to several veteran advisors interviewed by Financial Advisor. “It’s important to always be in front of the conversation …

BB&T, Suntrust merger looks to benefit Charlotte, what about you?

February 7, 2019 WBTV by Bria Bell   CHARLOTTE, NC (WBTV) – Many of you woke up to the news of the BB&T and Suntrust merger and the decision to headquarter in Charlotte. The two companies have not said what the name of the new bank will be. The $66-billion dollar all-stock deal will make the company the sixth largest …