Deena Katz

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  Advisors, Start Preparing Now for the Post-Boomer World

  By Ellen Uzelac  |  May 28, 2013

  After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.

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  Valerie Brown: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 24, 2013

  The CEO and president of Cetera Financial Group said she grew up with a love for numbers and math. Her background in chemical engineering, which she called a “perfect fit” for the financial services industry, didn’t hurt, either.

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  Publish and Perish?

  By Bob Clark  |  April 29, 2013

  Do we really need another book about financial planning?

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  Nominees for the 2013 SMA Managers of the Year: Tough and Getting Tougher

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Presenting the finalists, in four categories, nominated by Investment Advisor and Envestnet | Prima for the ninth annual SMA Managers of the Year awards.

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  Looking for a Job After College? Try Financial Planning

  By James J. Green, AdvisorOne  |  April 12, 2013

  Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.

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  A Next-Gen Shot in the Arm

  By John Sullivan, AdvisorOne  |  December 21, 2012

  If you want an idea of how to help and support the next generation of advisors, look no further than the medical profession.

• Equal Time

  By James J. Green, AdvisorOne  |  July 28, 2011

  In the news section of this month’s issue, you’ll see the listing of AdvisorOne’s 50 Top Women in Wealth.

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  Rebecca Pomering: The Focus Is on Mentoring—Top Women Extended Profile

  By Marlene Y. Satter, AdvisorOne  |  July 8, 2011

  Bringing in women and keeping them in the field is just part of the picture for the CEO of Moss Adams Wealth Advisors.

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  A 5-Year Pre-Retirement Plan

  By John Sullivan, AdvisorOne  |  May 31, 2011

  What your clients should be thinking about as that crucial date approaches.

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  The IA 25 All Stars

  By Editorial Staff  |  May 30, 2011

  After nine years of compiling the IA 25, our idea of who the most influential people in the industry are, we've noticed some people have made a habit of appearing on our list.