Women in Planning - FA Magazine

Women and Planning

By Mitch Anthony, January 2010 issue
Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.

The Great Protector

By Caren Chesler, January 2010 issue
Advisor Erin Botsford is known for focusing on risks that threaten client assets. that’s no surprise, considering what She’s been through herself.

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A New Game

By Karen DeMasters, December 2009 issue
Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.

Many Women Risk Retirement To Fund College

Tuesday, 17 November 2009
Many parents set their own retirement security aside tofund their children's college education, and mothers are more pronethan fathers to steer a family down this risky path.

Women Eye Health Care As Key Retirement Issue

By Karen M. Schultz - Tuesday, 20 October 2009
Working effectively with the nation’s nearly 80 million baby boomers, whether retired or contemplating retirement, was a major focus of the Raymond James 15th Annual Women’s Symposium, sponsored by the firm’s Network for Women Financial Advisors.

Women Looking For Simple Money Advice

Friday, 09 October 2009
Women across the world want help planning their families' finances, but they want the advice to be simple and easy to implement, according to a new survey.

Lessons Learned

By Jeff Schlegel, September 2009 issue
What the market upheaval has taught advisors.

Husband And Wife Launch Advisory Firm

Friday, 21 August 2009
A husband-and-wife advisor team has left Merrill Lynch and started its own independent wealth management firm in Bethesda, Md.

The Talking Cure

By Karen DeMasters, August 2009 issue
The CFP Board’s got a new consumer advocate and public face: Eleanor Blayney.

Alexandra Armstrong Joins Commonwealth

Thursday, 30 July 2009
Alexandra Armstrong, an early pioneer of the financial planning movement, has affiliated with Commonwealth Financial Network.

Women Face More Retirement Risks, Study Says

Thursday, 18 June 2009
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.

Where Wives Take The Lead

Tuesday, 19 May 2009
Most husbands think they make most family investment decisions, but most wives don’t agree. But there is one kind of financial planning where they do agree women take the lead.

CFP Board Introduces Consumer Advocate

Tuesday, 17 March 2009
Eleanor Blayney, CFP, is developing her new role as consumer advocate for the CFP Board of Standards Inc.

More Men Go It Alone

Thursday, 05 March 2009
Men less than 35 years old are much less likely to ask for outside financial help with their retirement ...

Advisors Advise Congress About Retirement

Tuesday, 03 March 2009
Two members of the Financial Planning Association testified to Congress on the impact of the failing markets ...

Call Me Anytime

By Amy Florian, November 2008 issue
Effectively helping grieving clients will help you retain business.

Southern Hospitality

By Karen DeMasters, October 2008 issue
Cheryl Holland and her team have grown their South Carolina firm into one that serves many of their area’s wealthiest people.

Rending Fences

By Eric Rasmussen, September 2008 issue
Planner Kathleen Miller has made a niche business out of helping divorcing couples untangle their assets and move on.

The Emerging Profile Of Women Investors

By Tracey Longo, July 2008 issue
Eleanor Blayney is creating a new, national network of female CFPs.

FRONTLINE NEWS

June 2008 issue


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Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

When the IRS Comes Auditing

Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

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