The Latest

When experienced advisors mentor new planners, they transform the profession in the process.

Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.

Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.

Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.

RIA owner Allan Boomer shares his experiences of finding success as new member of the profession.

Dottie Schindlinger is vice president, governance technology evangelist at Diligent, and a member of the ISACA.

Kjell Carlsson is a senior analyst with Forrester Research.

Paul Bobak is vice president of technical field services at TmaxSoft, an enterprise software firm.

Nikolaos Trichakis is the Zenon Zannetos Career Development Professor and an Assistant Professor of Operations Management at MIT Sloan School of Management.

Dimitris Bertsimas is the Boeing Leader for Global Operations Professor of Management, a Professor of Operations Research, the Codirector of the Operations Research Center and the Director of the Master of Business Analytics program at MIT’s Sloan School of Management.