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.
The Advisor as Inspirer
How do you lead your employees, your clients, your life? Do you want to do a better job of it? Here are tips from top experts.