Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
Valerie Brown: The 2013 IA 25 Extended Profile
The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.
Publish and Perish?
Do we really need another book about financial planning?
Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher
Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.
Looking for a Job After College? Try Financial Planning
Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.
A Next-Gen Shot in the Arm
If you want an idea of how to help and support the next generation of advisors, look no further than the medical profession.
In the news section of this month’s issue, you’ll see the listing of AdvisorOne’s 50 Top Women in Wealth.
Rebecca Pomering: The Focus Is on Mentoring—Top Women Extended Profile
Bringing in women and keeping them in the field is just part of the picture for the CEO of Moss Adams Wealth Advisors.
A 5-Year Pre-Retirement Plan
What your clients should be thinking about as that crucial date approaches.
The IA 25 All Stars
After nine years of compiling the IA 25, our idea of who the most influential people in the industry are, we've noticed some people have made a habit of appearing on our list.