Elizabeth Jetton

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  ‘Retirement Planning’ Is Old and Outdated: Elizabeth Jetton

  By John Sullivan, AdvisorOne  |  May 4, 2013

  At the FPA Retreat, a rapid-fire delivery of all the change that is here and will be coming, and how advisors should react.

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  Junxure Expands CRM Offerings With Range of Consulting Services

  By James J. Green, AdvisorOne  |  August 26, 2011

  Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.

• Majority Report: A New Approach to Advising Women

  By Olivia Mellan  |  August 1, 2010

  The journey to engage women more fully with their money has been a long and, so far, not very successful one. Studies continue to show...

• Where Direction$ Is Headed

  By Olivia Mellan  |  August 1, 2010

  Trailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through...

• Four Things Advisors Should Know About Women

  By Olivia Mellan  |  August 1, 2010

  1. Women need to know if they have enough money "Women are far more likely to make a testamentary gift than a lifetime gift. They're afraid...

• WealthManagerWeb Names 50 Top Women in Wealth

  By James J. Green, AdvisorOne  |  May 3, 2010

  Third annual list chosen by stellar advisory board leads expanded coverage

• Wealth Manager names 50 Top Women in Wealth

  By James J. Green, AdvisorOne  |  May 3, 2010

  Boomer Market Advisor's sister site WealthManagerWeb.com has released its third annual 50 Top Women in Wealth, a group that includes influencers from government such as...

• At the Podium, Not on a Pedestal

  By Staff Writer  |  November 1, 2005

  While women may be having a hard time gaining traction within the wirehouses, in the independent advisor world they already play prominent roles in firms,...

• FPA: The Next Generation

  By Staff Writer  |  July 1, 2005

  In your article "A Full Plate for the FPA" (June 2005), you indicated that the establishment of NexGen is a major reason why the FPA...

• FPA Sues SEC

  By Staff Writer  |  July 20, 2004

  Association seeks to block "Merrill" rule--finally