FPA Honors Advisors for Work With Sick, Needy
The FPA recognizes two advisors, one for his work with the underserved Latino community and another for his work with cancer patients.
Ask the Advisor: Barajas on Guiding Small-Business Owners
Financial advisor Louis Barajas on how self-employed and entrepreneur clients can start the process of protecting their retirement plans.
Learning to Speak Your Client’s Language
The best financial advisors know how to tune into each client’s money history and individual story.
How Advisors Can Deal With Client Cultural Differences
Some advice for advisors on how to interact with clients who different cultural perspectives.
At its annual conference in Boston this October, the Financial Planning Association will assemble a stellar panel to discuss "Cross-Cultural Financial Planning: Making a Business...
Our nation is often described as a melting pot, but I think it's also somewhat like a popcorn popper. People from different cultural backgrounds are...
To Luisa O. Nemati, financial planning for Hispanics is comparable to nutritional planning for a family -- except an advisor is feeding the financial needs...
Things were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...