Updated Friday, March 6, 2015 as of 7:09 PM ET
Image: Melinda M. Johnston of UBS
by: Maddy Perkins
March 5, 2015
A one-time wirehouse receptionist, at a time when there weren't many women in the business, now runs her own practice.
Also, Raymond James added two $2.6 million producers advisors who last worked at RBC. However,...  more »
The firm's employee channel picks up two financial planners from brokerage M.J. Whitman.  more »
Don't emphasize the money they'll make or the firm's reputation. Focus instead on work-life balance.  more »
Plus, a tax-free trick many ordinary Americans don't know about, best strategies for a tax-free...  more »
Women: The financial planning industry needs you! The Bureau of Labor Statistics calls financial advisor one of the fastest growing job categories in the next 10 years, but only about one-third of advisors are women. The Women Advisor Forum is dedicated to fostering the growth and success of women in the industry, and bringing you together to network and make the business and intellectual connections that will help you succeed.
The March Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

April 22, 2015 | Plantsville, Conn.

April 26, 2015 |

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

Already a subscriber? Log in here