Home Maddie Johnson

The smaller the firm, the higher the impact of women directors on financial metrics

  • March 2, 2022 March 2, 2022
  • 09:47

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

  • January 24, 2022 January 24, 2022
  • 00:07

Sometimes your best approach is to refer your client to a lawyer or other professional

  • December 13, 2021 December 10, 2021
  • 00:08

Parents are helping children buy houses and start businesses

  • November 23, 2021 November 23, 2021
  • 11:49

We spoke with six advisors

  • November 22, 2021 November 19, 2021
  • 00:12

The collaboration provides clients who need basic estate planning an affordable, online option

  • November 16, 2021 November 16, 2021
  • 12:31

Some want to see loved ones enjoy their inheritance, while others are motivated by financial need

  • November 16, 2021 November 16, 2021
  • 12:13

Only one-third of those polled felt they knew "a lot" about what a financial plan is

  • November 12, 2021 November 12, 2021
  • 11:53

However, retirees have seen their retirement plans disrupted by the pandemic

  • November 9, 2021 November 9, 2021
  • 12:50

New research finds money fears and anxieties linger from childhood

  • November 9, 2021 November 9, 2021
  • 12:26