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October 1, 2013
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Prominent Advisor Easing Into a Handoff At Briaud Financial Advisors, the founder said she wanted a succession plan - until her daughter actually made her an offer.   |
BusinessWeek
January 6, 2011
Mildenberg & Lorin |
The States Take Aim at Tenured Professors Retirement incentives are being offered to cut costs |
Financial Advisor
August 2008
Tracey Longo |
The Emerging Profile Of Women Investors If you run an analysis on your own client base to see how many women investors you have, you may be surprised at their numbers and their might. |
Financial Planning
July 1, 2011
Nancy R. Mandell |
Family Affair Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire. |
Financial Planning
April 1, 2012
Joseph Lisanti |
Narrowing It Down Advisors usually preach the benefits of diversifying investments to their clients. When it comes to building their own practices, though, many planners choose to work with clients in a particular profession or workers with a single employer. |
CFO
April 1, 2003
Roy Harris |
The Case Against Cases Enron's popularity as a business-school "success story" raises tough questions about how cases are prepared. |
National Real Estate Investor
August 1, 2006 |
Story on Newly Minted MBAs Snubs Leading Universities Letter to the editor: There are some 115 real estate programs at universities around the country. But there are only a handful of schools that have full programs, with regular full-time real estate professors. |
