Financial Planning

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Maddy Perkins

maddy.perkins@sourcemedia.com @MaddyKPerkins LinkedIn

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

Social Security: Help clients grab every last dollar of benefits

10 planning strategies from analysts and experts.

Social Security Maddy Perkins May 10

Social Security Maddy Perkins May 10
Balancing demands of new technology

Managing too many tasks at once can alienate your clients, an expert warns.

Technology Maddy Perkins May 4

Technology Maddy Perkins May 4
Gender equality and financial success: Not mutually exclusive?

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

Diversity and equality Maddy Perkins May 3

Diversity and equality Maddy Perkins May 3
Why it's time for advisers to invest in millennials

The next generation "is the economy," a top TD Ameritrade exec says at the annual IMCA conference.

Millennials Maddy Perkins May 2

Millennials Maddy Perkins May 2
Pop quiz: How many planning acronyms do you know?

Wealth management is a business full of abbreviations — test yourself to see if you're up to speed.

Financial literacy Maddy Perkins April 24

Financial literacy Maddy Perkins April 24

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