‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton
At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.
Junxure Expands CRM Offerings With Range of Consulting Services
Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.
Majority Report: A New Approach to Advising Women
The journey to engage women more fully with their money has been a long and, so far, not very successful one. Studies continue to show...
Where Direction$ Is Headed
Trailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through...
Four Things Advisors Should Know About Women
1. Women need to know if they have enough money "Women are far more likely to make a testamentary gift than a lifetime gift. They're afraid...
WealthManagerWeb Names 50 Top Women in Wealth
Third annual list chosen by stellar advisory board leads expanded coverage
Wealth Manager names 50 Top Women in Wealth
Boomer Market Advisor's sister site WealthManagerWeb.com has released its third annual 50 Top Women in Wealth, a group that includes influencers from government such as...
At the Podium, Not on a Pedestal
While women may be having a hard time gaining traction within the wirehouses, in the independent advisor world they already play prominent roles in firms,...
FPA: The Next Generation
In your article "A Full Plate for the FPA" (June 2005), you indicated that the establishment of NexGen is a major reason why the FPA...
FPA Sues SEC
Association seeks to block "Merrill" rule--finally