Women and Taxes: Tax Season Gender Gap?
Now that the fiscal cliff deal is a reality, women—whether young, in mid-career or retirement age—can expect to see a few tax rules that will affect them especially.
Top Tips for Women at Tax Time
On International Women's Day, AdvisorOne offers tax tips for women from financial planner Peggy Cabaniss and CPA Barbara Kogen.
Top Women in Wealth: Influencer
In a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Just...
What Women Want
What do women business owners want? Raymond James, for one, has been trying to figure that out for 13 years. Karen Schultz, the newest Raymond...
Back in the Saddle
This month, Peggy Cabaniss turns over the reins as the chairman of the National Association of Personal Financial Advisors (NAPFA) to Dick Bellmer. But before,...
At the time of our interview in early July, NAPFA, the fee-only group of planners of which Peggy Cabaniss has served for the past year...
Starting July 1, NAPFA will launch its "Focus on Fiduciary" campaign, a consumer education program that is being supported by the NAPFA Consumer Education Foundation,...
How the Leaders Cope
When you ask a dozen advisors for their opinions on important issues you can expect some disagreement. Thus it was in the first IA Leaders'...
A Focus on the Consumer, Boomers, and Promoting Fiduciary Values
Peggy Cabaniss greeted attendees of the 23d annual National Association of Personal Financial Advisors (NAPFA) by pledging that "we want to help you build your businesses so you can better serve your clients."
Why NAPFA Matters
As a rule, I don't respond in print to responses to my columns. I had my say, and anyone who takes exception to that (I...