by
Karen DeMasters
Instead of working longer or retiring on time with less money, a third alternative may give some clients the best of both worlds.
by
Jim McConville
Napfa has elected
three new members to its National Board to help guide the organization
over the next year and beyond.
by
Jim McConville
Women investors are more likely to consult a professional financial advisor than men, according to a new study.
by
Karen DeMasters
Kathy Lintz and her firm Financial Management Partners stress education in their work with multigenerational family wealth management.
Gender differences play a key role in how financial advisors should
approach their clients, says a new survey that concludes there may be
more differences between men and women's attitudes...
by
Evan Simonoff
In early May, I had the opportunity to attend an intriguing session at a
conference that dealt with the subject of money and gender,
specifically women...
NFL and NBA players are lining up to get child support and alimony
payments lowered in case their
leagues shut down, according to one attorney.
Citigroup Inc. canceled a planned speech by TV personality Ben Stein after getting a complaint that he told jokes disparaging women earlier this year.
Sarah Endline asked Golden Seeds, a group of mostly women angel
investors, to help contribute $1.5 million to expand her candy company...
by Jerilyn Klein Bier
Advisors help parents of special needs children tackle unique planning challenges.
Bank of America Corp. told some workers to sign
agreements forcing them to go on reduced-pay "garden leave" if they plan
to resign.
by
Evan Simonoff
Lawyer Brian Hamburger ensures advisors like Kim Ip exit wirehouses the right way.
by Andrew Gluck
Advisors describe the creative plans they have grow their businesses.
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?
