Deena Katz

• Follow the Leaders: The 2011 IA 25

  By Editorial Staff  |  May 1, 2011

  In the nine years that Investment Advisor has published the IA 25, our editors’ judgment as to the 25 most influential people in and around the advisor community, we’ve never ranked the 25 in the order of their importance.

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  The Advisor Retirement Crisis

  By Ellen Uzelac  |  March 1, 2011

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  Satisfied Clients Don’t Make Advisor Referrals: Schwab, Texas Tech Study

  By Kathleen McBride, AdvisorOne  |  December 9, 2010

  Clients are sticking with their intermediary, but are confused about their advisors’ professional roles and investing costs.

• The Fast Track: A Marriage of Inconvenience

  By Angie Herbers  |  May 1, 2010

  One of my advisor clients had a problem. Her part-time accountant was very diligent, rigidly paying all the firm's bills on time, and everyone in...

• 50 Top Women in Wealth Management for 2010

  By Kathleen McBride, AdvisorOne  |  May 1, 2010

  Selected by an advisory board of distinguished women involved in the wealth management business, the list of the 50 Top Women in Wealth Management...

• Thirty for Thirty

  By Staff Writer  |  May 1, 2010

  We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...

• Clark at Large: Hope and Change

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  March 1, 2010

  Over the past months, I've written rather extensively about the Obama Administration's proposed securities industry reregulation, the various proposals of what that might look like,...

• Game Changer

  By Staff Writer  |  May 1, 2009

  If you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...

• FPA Spotlight

  By Staff Writer  |  July 1, 2008

  At its annual conference in Boston this October, the Financial Planning Association will assemble a stellar panel to discuss "Cross-Cultural Financial Planning: Making a Business...

• Cherchez les Femmes

  By Nancy R. Mandell  |  April 1, 2008

  About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...