Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow
The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.
Fighting for His Clients
Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.