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Adviser Zaneilia Harris seeks out clients who resemble a former version of herself — young, single, African-American women struggling to make wise choices — and keeps them by structuring compensation in an atypical way.
December 28 -
Owners of McDonald’s outlets often need funds quickly to meet corporate demands for upgrades.
November 18 -
These kids "are making bad choices, but they don’t realize it because everybody around them is making bad choices, too," says this fee-only adviser who specializes in advising members of the armed services.
October 11 -
Clients who make their living from agriculture have some unique planning challenges – Mother Nature, for one.
September 15 -
‘Is there life after leaving a firm you founded — other than playing golf?’ Tim Kochis, formerly of Aspiriant, answered his own question by launching a venture that has one foot in Asia.
September 9 -
Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.
July 11 -
As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.
June 9 -
There is little to fear from the final version of the Department of Labor's regulation, planners say in a new survey.
May 17 -
FINRA reprimanded the former rep for allegedly falsifying personal documents as accommodations for HSBC bank customers.
May 16 -
Information is flying at clients from TV and the Internet, and it's just too much, says Wells Fargo adviser Matt Fryar.
May 15