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Latest News & Articles

August 1, 2018 | Money by Vice

Tips for Saving Money When You Get Paid in Cash

By: Gina Ragusa

Grabbing a drink (or nine) with friends after a brutal restaurant or bartending shift is hard to resist, especially when you leave work with a lot of angst and a fistful of cash. But waking up broke the next morning is no way to get ahead.

August 1, 2018 | Financial Planning

Young Advisors Want This Benefit, But Are RIAs Ready to Offer It?

By: Andrew Welsch

Three days after giving birth in 2011, advisor Nina O’Neal left the hospital, dropped off her newborn son with family at home and returned to work. An independent advisor who had launched her practice 18 months earlier, she had clients who needed tending and referrals to follow up on.

April 27, 2018 | Financial Planning

Will #MeToo Come to Wealth Management Next?

By: Andrew Welsch

Will the #MeToo movement come to wealth management? "A lot has been said about this in other professions, but not so much in ours. But we know those stories are out there," says Jocelyn Wright, chair of the Women's Center at the American College.

Featured Videos

What Women Want (in a Financial Advisor)

The ways that women differ from men in their approach to the buying process of life insurance is discussed with Jon Dressner of the LIFE Foundation.

Women at the Top

Noreen Beaman sheds light on finding a balance between a personal and professional life while discussing the challenges of being a female executive.