by Susan Ganz
A successful financial advisor reflects on the road she took to get to where she is today.
There was no
dearth of silliness, sleaziness or shameless egomania among those in
the financial industry or those who regulate it over the past year.
by Eleanor O'Sullivan
Many socially responsible investors don't want to put their money in
companies that use child labor or exploit adult workers...
More financial advisors are taking extra steps to ensure that female clients are ready for a
longer life--and both the higher costs and tough decisions that go
along with it.
by Mary Rowland
George Kinder's five-day workshop teaches planners how to achieve the things closest to their hearts, and helps them teach clients
in turn.
by
Karen DeMasters
Financial advisors interested in serving veterans should be OK with working with people of modest means and be open to charging hourly fees, says the founder of the Garrett Financial Network.
by Joni Youngwirth
Should our industry take proactive steps to increase its number of women?
Meredith Whitney, the analyst who jumped to celebrity from
obscurity by correctly predicting Citigroup Inc.'s dividend cut, is
having less success divining stock market winners and losers.
by
Karen DeMasters
The troubled economy has meant more people need financial planning but can't afford it. Frank Paré and Saundra Davis are among those stepping in to help.
by
Karen DeMasters
Terry Hannon's work as a mom, a planner, a volunteer and a friend has helped her through tough times and made her the center of a community.
by
Dorothy Hinchcliff
Thousands of financial planners nationwide are volunteering for
Financial Planning Day events in October at which they will offer free
advice to individuals.
by
Karen DeMasters
Female planners make more money than women in most other
professions and the gap between their salaries and those of their male peers is much smaller than in other fields,
a new FPA study says.
Inviting a
would-be client for a round of golf is an age-old prospecting technique. But what if the prospect is a woman who is clueless about the sport?
by
Eric Rasmussen
Although it was reported that more men than women lost jobs by early 2009, there's no doubt women felt the pain of The Great Recession, too. A study shows many more women expect to work longer.
As women's net worth continues to grow, financial advisors are facing a
challenge: How do you serve female
clients if there is a male always taking charge of their finances?
A financial advisor panel at the Morningstar Investment Conference this week noted many people are retiring with too
little in savings considering the current investing environment.
The recession has turned more women into the breadwinners for their
families, and that has had a silver lining for some financial advisors.
by Marla Brill
Socially conscious and faith-based investing find a home at the giant brokerage.
by Evan Simonoff And Eric Rasmussen
Building an in-house business consulting group, Derek Bruton is trying to help advisors at LPL adapt to the Darwinian
business climate.
by Roy Diliberto
Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today.
