by
Dorothy Hinchcliff
Financial advisor Diahann W. Lassus has been awarded the 2010 Robert J.
Underwood Distinguished Service Award from the National Association of
Personal Financial Advisors.
by
Jeff Schlegel
The downturn caused some firms to re-examine their strategies.
The best advisors aren't just beating their peers. The numbers show them
practically pounding them into the ground.
by
Jeff Schlegel
Fidelity Investments on Monday said it has rolled out a new
program aimed at improving customer service for its affiliated advisors.
by Caren Chesler
Advisor Erin Botsford is known for focusing on risks that threaten client assets. that's no surprise, considering what She's been through herself.
by Mitch Anthony
Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
by
Karen DeMasters
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
Many parents set their own retirement security aside tofund their children's college education, and mothers are more pronethan fathers to steer a family down this risky path.
by Karen M. Schultz
Working effectively with the nation's nearly 80 million
baby boomers, whether retired or contemplating retirement, was a major focus of
the Raymond James 15th Annual Women's Symposium, sponsored by...
by
Ray Fazzi
Women across the world want help planning their families' finances, but
they want the advice to be simple and easy to implement, according to a
new survey.
by
Ray Fazzi
A husband-and-wife advisor team has left Merrill Lynch and
started its own independent wealth management firm in Bethesda, Md.
by
Karen DeMasters
The CFP Board's got a new consumer advocate and public face: Eleanor Blayney.
by
Ray Fazzi
Alexandra Armstrong, an early pioneer of the financial planning
movement, has affiliated with
Commonwealth Financial Network.
by
Ray Fazzi
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
by
Dorothy Hinchcliff
Most husbands think they make most family investment decisions, but most wives don't agree. But there is one kind of financial planning where they do agree women take the lead.
by
Ray Fazzi
Eleanor Blayney, CFP, is developing her new role as consumer advocate for the CFP Board of Standards Inc.
by
Dorothy Hinchcliff
Men less than 35 years old are much less likely to ask for outside
financial help with their retirement ...
by
Dorothy Hinchcliff
Two members of the Financial Planning Association testified to Congress on the impact of the failing markets ...
by Amy Florian
Effectively helping grieving clients will help you retain business.
