Maddy Perkins is the Associate Digital Editor for Financial Planning, Bank Investment Consultant and On Wall Street.

Recent Stories From This Author

CFP Board Censures Include Ex-Lawmaker Guilty of Sexual Assault

A Growing Network: Raymond James to Hold 21st Women's Symposium

Market Slide: Advisors Saw the Signs

Strong Profits for Stifel Amid Aggressive Growth

Raymond James Snags $700M FiNet Team

Clients Shift From Equities to Cash

Branching Out: From Selling Insurance to Managing Advisors

Recruiting a 'Core Growth Driver' for LPL

LPL Made 1,500 Tech Changes in Past Year--And Isn't Done Yet

Ameriprise Advisor Productivity Reaches New High

Advisor Confidence Dips on Equity Jitters

Can Active and Passive Management Co-exist?

Is Your Firm Ready for a Regulatory Exam?

RIAs, Listen Up: Your Clients Want Digital

Clients Getting Divorced? Watch What You Advise

Advisor Fined $1M in Breakaway Fraud Cases

Why I Became an Advisor After 23 Years in Finance

Advisors Fret Over Client Savings

7 Secrets Your Clients Are Keeping

What the Marines Taught Me About Being an Advisor

The September Issue is now online!


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September 30, 2015 | Hilton Niagra Falls, Niagra Falls, On.

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