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Financial Planning
September 30, 2013
Charles Paikert |
Lifetime Achievement: Lew & Karen Altfest The success of Altfest Personal Wealth Management is highlighted in this article.   |
Financial Advisor
October 2004
David Drucker |
When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations. |
Financial Planning
December 1, 2012
Ingrid Case |
Let Me Help You With That: Concierge Services Help Advisors Concierge services help advisors strengthen existing client relationships and attract new ones. |
Financial Advisor
January 2006
Eva Marer |
Fountain Of Youth Here's how L.J. Altfest & Co. has built a strikingly large group of diverse young talent at their financial planning firm. |
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. |
Investment Advisor
February 2007
Robert F. Keane |
Catching up with... Lew Altfest An interview with the associate professor of finance and author of Personal Financial Planning, which is already being adopted in college classrooms around the country, about Total Portfolio Management. |
Financial Planning
September 1, 2012
Ingrid Case |
Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding. |
Financial Planning
March 1, 2008
Jeanne Lee |
Women's Work How are women faring in the financial services industry today? What are firms doing to attract and retain talented women? What obstacles remain? |
Registered Rep.
March 1, 2006 |
Cold Call: Lewis Altfest An interview with the president of L.J. Altfest & Co and Associate Professor of Finance at Pace University. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Bookshelf Personal Financial Planning, by Lewis J. Altfest, is a broad text for planners and covers topics from basic household budgets to estate planning. |
