Maddy Perkins
Managing Editor, Operations and InnovationMaddy Perkins is managing editor, operations and innovation at SourceMedia. Follow her on Twitter @perkedit.
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The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives.November 15 -
The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.November 8
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Distinguishing features of undergraduate and graduate programs for advisors offered by leading colleges and universities.November 1
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At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all.November 1
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A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit.October 25
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There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.June 14
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Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own.June 13
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Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.June 4
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Clients who want to retire in their 30s or 40s will need a lot of hand-holding.May 10
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One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.May 9
