by Dan Luner | Mar 14, 2018 | Interesting Articles, News
Frank Paré is the 2018 President of the Financial Planning Association and president and founder of PF Wealth Management Group in Oakland, California. Paré wrote a noteworthy op-ed for FinancialPlanning on what the industry can gain from fostering and prioritizing...
by Dan Luner | Feb 28, 2018 | Interesting Articles
Earlier this month in Fort Lauderdale, Florida, students from across the nation competed in the inaugural student fintech competition at the T3 Advisors Conference. According to Financial Planning, the knowledge of fintech is becoming increasingly more important as,...
by Tricia Baxter | Aug 14, 2017 | Interesting Articles, Women In Wealth Management
Five Reasons Women Are Taking The Lead In Financial Planning Below is an excerpt from a Forbes article. This article discusses the upward swing in women making financial decisions. While historically men have been the ones making financial planning decisions, both...
by Tricia Baxter | Jul 25, 2017 | Finding A Job, Interesting Articles
Do These 5 Emotionally Intelligent Things Within 5 Minutes of Meeting Someone Below is an excerpt from a Fast Company article. This article discusses the value of others finding you likable. In networking situations, oftentimes you only have a few minutes to make a...
by Tricia Baxter | Jul 20, 2017 | Interesting Articles, Women In Wealth Management
Why Don’t More Women Negotiate? Below is an excerpt from a Forbes article. This article discusses the contrast in the perception of men and women who negotiate business deals. While it is frowned upon for women to negotiate higher salaries or positions by...
by Tricia Baxter | Jun 13, 2017 | Finding A Job, Interesting Articles
Shrinking Talent Pool Puts Strain on Advisory Firms Below is an excerpt from an InvestmentNews article. The article points out the challenge firms are currently facing with a shortage of advisors. Pointing to powerful statistics, such as the expectancy for the...
