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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.   |
Investment Advisor
April 2007
Olivia Mellan |
Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship. |
Financial Planning
October 1, 2013
Kathy Kristof |
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. |
Investment Advisor
December 2006
Mark Tibergien |
Trading Places Succession planning specialists say that only about one out of three family businesses successfully transfer from the first generation to the second. Although family business transfers have not been commonplace among independent financial advisors, this appears to be shifting. |
Financial Planning
September 30, 2013
Charles Paikert |
Lifetime Achievement: Lew & Karen Altfest The success of Altfest Personal Wealth Management is highlighted in this article. |
Investment Advisor
March 2009
Robert F. Keane |
Planner Profile: All in the Family At Newport Beach, CA-based Beacon Pointe Advisors Shannon Eusey serves as president, her father as CEO, and her sister is the CFO -- in other words it's just your average family business with $3.5 billion in assets under management. |
ifeminists
June 14, 2006
Leving & Sacks |
New Report: Foster Care System Disregards Fathers America's child welfare policies are seriously misguided. When a mother is deemed unfit to care for her children, dad shouldn't be just one option out of many. He should be first in line. |
Investment Advisor
October 2008
Olivia Mellan |
Long-Term Losses How can you cut your losses when they keep going on and on? |
Financial Advisor
April 2007
David J. Drucker |
Keeping It In The Family Some advisors have built-in succession plans: sons and daughters: The Single-Child Transfer... The Multiple-Child Sale... The Multiple-Child Bequest... |
The Motley Fool
June 21, 2004
Selena Maranjian |
Net of Gratitude Father's Day is now behind us, and retailers are tallying up just how much Americans love their dads. |
Investment Advisor
October 2005
Olivia Mellan |
The Psychology of Advice: Family Feud Getting along with others in the workplace is hard enough. It's worse if those problem co-workers, are also family members. Here, a psychotherapist offers help on how to approach these issues. |
Financial Planning
October 1, 2013 |
Influencer Awards: See the Winners Our seven honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year s winners. |
Salon.com
June 13, 2000
Steffan Chirazi |
Hip papa Now that it's cool to be a dad, all you need is love and a Land Rover stroller. And maybe a pint. |
AskMen.com
Julian Marcus |
12 Traits Of A Great Father A good father makes all the difference in a child's life. He's a pillar of strength, support and discipline. |
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. |
ifeminists
December 17, 2002
Warren Farrell |
How dads who can't be with their children can be 'with' their children Divorce leaves men ten times more likely than women to commit suicide. And for millions of men the double jeopardy of being a divorced man during the holidays is magnified when he has children he cannot see -- the holidays are the season of the Home Alone Dad. |
AskMen.com
Ross Bonander |
Fatherhood Guide: Setting An Example The following presents some tips on how to set an example for your child. While much of this piece pertains to young children under the age of 8 or so, the issue itself is germane to kids of all ages. |
Job Journal
August 15, 2010
Robert Wilson |
Uncomfort Zone: Good Habits Serve You Well Those who strive to better themselves discover unexpected rewards. |
Salon.com
August 24, 2000
Beth Broeker |
Richard knows best The naked schemer of "Survivor" answers to child abuse charges -- with a confession. |
Financial Advisor
July 2007
Tracey Longo |
Marketing Boot Camp Top financial advisors learn about client communication and marketing. Now, you can too. |
BusinessWeek
February 21, 2005
Andrew Park |
Between A Rocker And A High Chair The Sandwich Generation -- caring for both parents and kids -- needs a hand. |
Financial Planning
December 1, 2007
Jim Grote |
High Net Worth: Practice Profile: The Listener Karen Altfest uses her fine-tuned interviewing skills to help solve the financial issues of her predominantly female clients. |
Financial Planning
July 1, 2007
Jim Grote |
Practice Profile: New School Ties Financial planner Janet Briaud, a former Texas A&M instructor, specializes in serving college professors. Millionaire professors. For them, teaching is just the beginning. |
Seasoned Cooking
May 2005
Rossana S. Tarantini |
About Mothers Some unforgettable Mother's Day memories -- some good, some not. And all sure to bring up memories of your own. |
ifeminists
October 18, 2006
McCormick & Sacks |
America's Father Hunger Russert's new book Wisdom of Our Fathers: Lessons and Letters from Daughters and Sons goes beyond that of a sentimental journey. It's success is a testament to the hunger so many Americans feel for what recent generations have lost -- their fathers. |
Fast Company
June 2010
David Lidsky |
Numerology: Origins of Father's Day Statistics about Father's Day. |
Financial Advisor
January 2005
Gregory Bresiger |
Rewritting The Rules Many older Americans don't plan to retire-either because they want to, or have to stay working. It's expected that many baby boomers are going to need financial planning and advice, but not the kind that their grandparents and parents did. |
ifeminists
June 16, 2004
Wendy McElroy |
The Birth of Father's Day If the holiday took longer to receive the public acknowledgement it deserved, perhaps this can be a reminder of how easy it is, even for those with good intentions, to overlook the importance of fatherhood. |
Salon.com
September 14, 2000
Jake Tapper |
Daddy's girl Karenna Gore Schiff may be personable (if a little programmed), but she stays on message -- except when it comes to the death penalty. |
Salon.com
June 12, 2000
Jonathan Kronstadt |
The New Dad Who are my role models? Hugh Beaumont? Robert Young? Neil Young? |
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. |
Investment Advisor
March 2009
Robert F. Keane |
Shannon Eusey A short profile of Shannon Eusey, President and Chief Operating Officer Beacon Pointe Advisors. |
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 Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
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. |
Sports Illustrated
November 28, 2000
Rick Trevino |
My Shot When I was a kid, golf separated my dad and me, but later the game got us back together... |
The Motley Fool
June 16, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Compulsive Spending Do you have a loved one with a spending problem? Get your financial relationship questions answered here! |
Metropolis
April 2007
John Hockenberry |
Lessons from Jack Hockenberry Confessions from the son of an industrial designer. |
Salon.com
June 13, 2000
Amy Silverman |
The secret life of Dad He stood up to John McCain to protect me -- and never told me about it. |
