Aiding and Abetting: How Client Wrongdoing Can Hurt You
Most financial advisors would refuse to aid and abet a client in breaking the law. But sometimes the situation isn't so clear-cut.
2014 Advisor Hall of Fame
Now in its 24th year, Research magazine's eagerly awaited benchmark of industry excellence honors five.
Video: Building an Effective Retirement Portfolio & Retirement Planning Business
Two retirement experts talk about the pressing issues in investing and retirement preparation. In this interview, Dr. Karen Altfest, Principal Advisor and Executive Vice President...
Five tips for building a network
Make new contacts at conferences. Don't spend all your time with people who do the same thing you do. Look for people who complement...
The "T" Word
Gaining a client's trust is an important part of securing the relationship. Karen Altfest gives four rules of thumb in her book "Keeping Clients for...
Woman to Woman
In her role as Renee Buchanan on ABC's "One Life to Live," actress Patricia Elliott plays the wife of a Texas oilman and real estate...
Cherchez les Femmes
About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...
What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets...
It Was Time
After 20 years, one firm decided to buy coverage. From its founding in 1983 until last year, L.J. Altfest & Co., an advisory firm based...
House of Cards
Many college students are drowning in credit card