Maddy Perkins is managing editor of editorial operations at Arizent. Follow her on Twitter @perkedit.
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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 -
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 -
Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas.
June 4 -
Clients who want to retire in their 30s or 40s will need a lot of hand-holding.
May 10 -
One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say.
May 9 -
Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.
May 8 -
An FPA learning and development consultant shares a collaborative technique for solving tough problems.
May 7 -
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 -
As retirement horizons grow, the rich are less willing to focus on generational wealth transfers.
April 30