Ann Marsh

Ann Marsh

Senior Editor

Ann Marsh is Senior Editor and West Coast Bureau Chief of Financial Planning Magazine. She is also chair of the magazine's conference series, Women Advisors Forum. Prior to joining FP in late 2011, Ms. Marsh wrote a personal finance column for the Los Angeles Times for more than five years and, in the process, worked closely with financial planners. She is the co-author of several books including Copy This!, the autobiography of Kinkoís founder Paul Orfalea. A former longtime staff writer with Forbes Magazine, in both New York and Los Angeles, Marsh worked on the Forbes 400 for two years and wrote both cover stories. A former freelance writer based both in Prague and in and around Los Angeles, Ms. Marshís work has appeared in dozens of publications and websites, including The New York Times, Fast Company, O The Oprah Magazine and her alumni magazine, Stanford Magazine. One of her 9/11 stories was excerpted as the introductory essay in a book published by Salon.

All Ann Marsh's Stories
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."
Advisor retention cited as a "crucial" priority by RCS Capital as it seeks to discharge debts, reorganize and shed its ties to founder Nicholas Schorsch.
Filing expected Sunday; advisors expected to receive distributions through retention packages.
After an abrupt exit from industry, Brown returns and reveals plans for the country's largest woman-run IBD, along with Lightyear's Donald Marron and Advisor Group's Erica McGinnis.
Roll-up also adds $50M AUM Harvest Group Financial Services.
In its second acquisition in a year, EP Wealth lands woman-owned RIA on its way to its growth target of $5 billion in AUM.
The Obama administration wants to ensure its plans can withstand congressional opposition before the president leaves office, experts say.
Sargent Bickham Lagudis has assumed the name of the smaller firm, Colorado Financial Management.
After his roller coaster ride with troubled RCS Capital-owned Cetera Financial Group, Steve Dunlap returns to his entrepreneurial roots.
M&A deals in the fee-based RIA space to hit about 250 this year and double by 2019, Tiburon predicts.
Marcato Capital has sold more than 1.6M shares so far in January, according to an SEC filing.
Beleaguered RCS Capital to give details of an advisor retention plan by Jan. 8
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