Maddy Perkins is managing editor of editorial operations at Arizent. Follow her on Twitter @perkedit.
-
“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.
May 17 -
It's time to face the music: RIAs expect 41% of their clients will be Gen-Xers or millennials in five years, according to a TD Ameritrade advisor sentiment study.
May 14 -
About 40% of clients will be Gen X-ers and millennials in five years — and the industry is facing a succession problem. Kate Healy, managing director of GenNext at TD Ameritrade Institutional, discusses how RIAs can prepare for the future.
May 14 -
A majority of affluent Americans are likely to adjust their financial plans under the new law, according to the AICPA. Here's how advisors can help.
April 19 -
The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.
March 20 -
Firms can bring in great talent while assisting prospective CFPs with the experience requirement needed for the designation, according to a panel of experts at the board's Registered Program Conference.
February 23 -
Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.
February 22 -
Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.
February 21 -
Comparing gridiron performance and market returns is more fun than leftover nachos.
February 2 -
These young planners share a commitment to hard work, but have deployed very different tactics in building their practices.
January 26
