Maddy Perkins
Assistant Managing EditorMaddy Perkins is assistant managing editor for Financial Planning, Bank Investment Consultant and On Wall Street. Follow her on Twitter @perkedit.
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There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.June 14 -
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
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Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.May 8
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An FPA learning and development consultant shares a collaborative technique for solving tough problems.May 7
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It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group.April 30
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As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.April 30
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For example, taxpayers should not panic about the new cap on state and local tax deductions.December 31
