Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Americans’ Top Concern: Sex or Money?
A quarter of affluent couples say money worries affect their libidos, a survey finds.
College Major Change: How to Ease Pain of Lost Time and Money
CFP Board's Blayney and others on how to help clients when their kids’ change in major results in more time and money spent on education.
Room to Grow: How Advisors’ Approach to Women Might Hurt Their Business
Since word got out on the street that women are the demographic du jour, financial advisory firms, large and small, have been making a dedicated and concerted—aggressive, even—effort to cultivate a female clientele.
Where Are All the Women? October Investment Advisor–-Slideshow
For our October issue, we took a special look at women and their place in the financial services industry.
Obama Lobs College Affordability Bomb as Congress Gears Up for Budget Talks
President Obama hit the road last week to promote his new college affordability plan, just weeks before the budget battle begins anew.
8 Back-to-School Planning Tips for Advisors (and Their Clients)
A chance for advisors to connect with the next generation...
4 Financial Planning Steps for New American Citizens
Apropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.
4 Tips for Paying Down Student Debt
Eleanor Blayney called the cycle of school-loan-job-debt the “catch-22 of the real world” in a blog post written for the CFP Board on Wednesday.
Eleanor Blayney: The 2013 IA 25 Extended Profile
Eleanor Blayney started in the financial industry as a “Beltway bandit,” she said, working with a consulting firm on projects for the EPA.