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Periodical

THE RETIREMENT ENDGAME.

Authors : Place, Nathan (AUTHOR)

Subjects: RETIREMENT; INVESTMENT advisors; INDIVIDUAL retirement accounts

Source: Financial Planning. Mar2024, Vol. 54 Issue 2, p26-32. 6p. 4 Color Photographs, 2 Graphs.

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How advisors can win doctors as new clients.

Authors : Zhuang, Victoria (AUTHOR)

Subjects: CONSULTANTS; INVESTMENT advisors; CAREER development

Source: Financial Planning. Mar2024, Vol. 54 Issue 2, p14-43. 4p. 1 Color Photograph.

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Most rich clients’ kids reject parents’ advisors.

Authors : Shaw, Dan (AUTHOR)

Subjects: PARENTS; CONSULTANTS; FINANCIAL planners

Source: Financial Planning. Jan/Feb2024, Vol. 54 Issue 1, p6-21. 3p. 1 Color Photograph.

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Will ChatGPT bring more clients to advisors?

Authors : Mack, Justin L. (AUTHOR)

Subjects: CHATGPT; CONSULTANTS; LANGUAGE models

Source: Financial Planning. Sep2023, Vol. 53 Issue 7, p42-44. 3p.

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4 ways for advisors to find more meaning in work.

Authors : Nicholson-Messmer, Elijah (AUTHOR)

Subjects: FINANCIAL literacy; CONSULTANTS; COUNSELING in higher education

Source: Financial Planning. Sep2023, Vol. 53 Issue 7, p7-9. 3p. 1 Color Photograph.

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Disney helped 14,000 employees receive an education with free college tuition.

Authors : Cuadra, Deanna

Subjects: *CAREER education; *TUTORS & tutoring; EMPLOYEE education

Source: Ebn.benefitsnews.com. 10/23/2023, pN.PAG-N.PAG. 1p.

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Periodical

Black Americans need to see Black financial advisors across the table.

Authors : Hurd, Janna (AUTHOR)

Subjects: AFRICAN Americans; FINANCIAL planners; BLACK people

Source: Financial Planning. Apr2024, Vol. 54 Issue 2, p39-40. 2p.

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Periodical

What advisors should know about ‘superfunding’ a 529.

Authors : Salinger, Tobias (AUTHOR)

Subjects: 529 plans; EDUCATION savings accounts; INDIVIDUAL retirement accounts

Source: Financial Planning. Apr2024, Vol. 54 Issue 2, p26-28. 2p. 1 Color Photograph.

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Examining the degrees of today's top accounting leaders.

Authors : Ugrin, Joseph; Lindquist, Timothy

Subjects: *SENIOR leadership teams; HIGHER education costs; EDUCATIONAL background

Source: Accountingtoday.com. 7/28/2023, pN.PAG-N.PAG. 1p.

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Higher ed sector outlooks mixed for 2024.

Authors : Slavin, Robert

Subjects: HIGHER education

Source: Bondbuyer.com. 2/9/2024, pN.PAG-N.PAG. 1p.

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