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News from our clients, our firm and our world.

Cornerstone Advisors, Inc. Selects National Advisors Trust to Provide Trust Services

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Cornerstone Advisors implements NATC’s Trust Representative Office program. New private-labeled trust services brand formed, Cornerstone Advisors Trust Services Bellevue, WA and Overland Park, KS – September 30, 2014 – Cornerstone Advisors, Inc. today announced its selection of National Advisors Trust Company (NATC), the nation’s largest independent Registered Investment Advisor (RIA)-owned trust company, to implement NATC’s Trust Representative Office (TRO) program. …

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Seven Books for Every Presenter’s Library

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Any presentation training seminar or one-on-one coaching I do is accompanied by a recommended reading list. I suggest every client read a few of the books for additional perspectives on what we’ve worked on, and to further develop their skills. The list is long and ever evolving as new resources (some good, some not so good!) are published all the time. But …

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New Year’s Resolutions for Business Owners

By Benjamin Wicks, Cornerstone Advisors  It’s that time of the year again: time to look optimistically towards the future and make some New Year’s resolutions. Although many of us may make personal resolutions to get in shape, take more vacations or pay down debt, we may not think to make resolutions to improve the health and wealth of our business. …

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New York Times features Cornerstone Advisors on risk management for high net worth families

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When high net worth families hire household staff, there are best practices that can keep them on the right side of employment law while safeguarding their assets. Our clients at Cornerstone Advisors share their expertise in working with families of wealth for this “Wealth Matters” feature story.

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Seven Thoughts on What to Expect When You Work with a Speechwriter

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If you ever want to relive the awkwardness of being set up on a blind date, you might join in on the first meeting between a new client and the consultant they’ve hired to help write a speech. Expectations can run from extremely high (“She’ll make me sound like a Kennedy! Crowds will roar!”) to extremely low (“She won’t ‘get’ …

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