Karen Altfest

• 

  Video: Building an Effective Retirement Portfolio & Retirement Planning Business

  By John Sullivan, AdvisorOne  |  November 19, 2010

  Two retirement experts talk about the pressing issues in investing and retirement preparation. In this interview, Dr. Karen Altfest, Principal Advisor and Executive Vice President...

• Five tips for building a network

  By Staff Writer  |  August 12, 2008

  Make new contacts at conferences. Don't spend all your time with people who do the same thing you do. Look for people who complement...

• The "T" Word

  By Danielle Andrus, AdvisorOne  |  August 6, 2008

  Gaining a client's trust is an important part of securing the relationship. Karen Altfest gives four rules of thumb in her book "Keeping Clients for...

• Woman to Woman

  By Janet Aschkenasy  |  April 1, 2008

  In her role as Renee Buchanan on ABC's "One Life to Live," actress Patricia Elliott plays the wife of a Texas oilman and real estate...

• 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...

• The 50

  By Staff Writer  |  April 1, 2008

  What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets...

• It Was Time

  By Staff Writer  |  March 1, 2006

  After 20 years, one firm decided to buy coverage. From its founding in 1983 until last year, L.J. Altfest & Co., an advisory firm based...

• House of Cards

  By Staff Writer  |  August 2, 2001

  Many college students are drowning in credit card