C. James Taylor, a Morgan Stanley advisor, swears by a sales technique some other wealth managers have scrapped.

According to research by consumer group UFC-Que Choisir, 97% of French consumers say they are annoyed by cold calling from ...

Today many wealth management firms have ended the practice of using unsolicited outbound calls to find new customers, or cold calling. Not so C. James Taylor, who manages a team of 18 people and ...