Deborah is a freelance business, economics, and investment industry journalist, writing since 2001. Based in the NY metro area, she has been awarded the Investment Foundations™ certificate from the CFA Institute. She Tweets at: @dnason
Even 3,000 miles away, Tim Pinkney, an adviser with the Savant Group in Citrus Heights, Calif., deeply felt the shock waves of 9/11
InvestmentNews and the Invest in Others Charitable Foundation will honor financial advisers who have made a difference in their communities at an awards dinner in New York on Wednesday
Ten years later, the memories of Sept. 11, 2001, come rushing back to Rich Colarossi, a certified financial planner with Colarossi and Williams in Islandia, N.Y., a town on Long Island 50 miles from New York
Trying to make sense of 9/11 confirmed for Kathy Roth that it was time for a new way…
The awards, which will be presented Sept. 14, honor financial advisers who make a difference in their communities.
With so much attention focused on baby boomers, it is easy to forget about the investment needs of the tens of millions of members of Generation X (roughly 34 to 45 years old) and Generation Y (16 to 33). It turns out that these younger investors aren't confident about investing, and more than half think that working with a financial adviser isn't worth the cost, a recent study found.
Financial advisers may be overlooking an affluent, often high-net-worth demographic: people of Indian origin
Recognizing the critical role of real estate in clients' financial lives, advisers are finding different ways to incorporate real estate expertise into their practices.
With an eye toward addressing the industrywide challenges of effective client profiling, Omyen Corp. has developed the Personal Financial Index
Although Americans' overall financial security and confidence in their ability to pay for their kids' college tuition has increased slightly over the past six months, financial advisers are observing mostly negative attitudes — with a few surprises
