July 24, 2015
We used to be called the middle class. We’re not exactly rich women but now we go by our much cooler name, mass-affluent. Our average net […]
July 24, 2015
In your search for a financial advisor, one of the most vexing words that you’ll come across is “fiduciary.” You’re likely to hear it a lot. […]
July 24, 2015
Industry veterans tell of an adviser who used his cat, while another frequented funerals Whatever happened to all the cowboy stockbrokers who relied on chutzpah and […]
July 24, 2015
Next time you’re talking to your financial advisor— might as well take away a lesson or two you can use forever. Too busy to be bothered […]
July 24, 2015
Women control 52% of the wealth in this country, a huge change from a generation ago. However, the advisor world has not caught up with this […]
July 24, 2015
3 Questions that Matter Most Every financial advisor or wealth manager has a background on file with Securities Regulators. It’s easy, and it’s free to […]
July 17, 2015
I travel a lot, and on a recent flight, I struck up a conversation with a father seated next to me. When he learned I host MoneyTrack, a […]