Updated Wednesday, January 28, 2015 as of 11:12 AM ET

Maddy Perkins is the Associate Digital Editor for Financial Planning, Bank Investment Consultant and On Wall Street.

Recent Stories From This Author

Advisors With Combined $330M AUM Join Waddell & Reed

How to Keep Client Data Safe From Online Attackers

Tax Planning for Wealthy Clients

Blood Battles: Inheritance Planning

4 Rules for Better Communication With Clients

CFP Board Launches Online Career Hub to Combat Talent Shortage

BNY Veteran Launches RIA, Taps Raymond James as Custodian

2014 Top 40 Under 40: #11-#20

UBS Team With $500M AUM Joins HighTower

How Giving Back Changed One Advisor's Practice

After Beating the Odds, an Advisor Gives Back

Perseverance: The Key to Making it as an FA in Your 20s

35 Great Schools for Financial Planning

Baird Teams Up With Wisconsin on Planning Program

Advisor Opportunity? Big Bump in Millennials Planning for Retirement

Discharged Merrill Duo With $2.5B in Client Assets Lands at Stifel

Comp Plans: How to Win & Retain Top Talent

Break the Silence: Getting Clients to Discuss Inheritance

Ex-NFL Player Helps Athletes Beat 'Cycle of Financial Failure'

Janney Nabs Former Stifel Advisor

The January Issue is now online!


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