Liz Davidson

• 

  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

• 

  Employees Proactive, but Still Concerned: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  May 11, 2012

  Although employees are still taking a proactive stance on retirement, market rebounds have done little to repair their confidence, research from Financial Finesse found.

• 

  Employees Becoming More Self-Reliant in Retirement Planning

  By Danielle Andrus, AdvisorOne  |  November 1, 2011

  Employees continued to focus on retirement planning in the third quarter, a report released Friday by Financial Finesse found.

• 

  Employees Need ‘Drastic Improvement’ in Retirement Planning: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  September 19, 2011

  Despite earlier findings that employees were renewing their focus on long-term planning issues like retirement, new research from Financial Finesse found that it’s not enough.

• Employees Renew Retirement Focus in Q2

  By Danielle Andrus, AdvisorOne  |  August 1, 2011

  Employees are turning their focus to long-term financial issues like retirement planning as day-to-day financial issues become more manageable, according to Financial Finesse.

• Paralysis Analysis

  By Olivia Mellan  |  July 1, 2011

• 

  Big Gender Gap in Financial Knowledge, Confidence

  By Michael S. Fischer  |  June 20, 2011

  Women still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released June 15 by Financial Finesse.

• Women Lag in Financial Knowledge and Confidence Gender Gap: Study

  By Michael S. Fischer  |  June 16, 2011

  Women still significantly lag behind men in their knowledge and confidence in virtually all areas of finance, even though the gap has narrowed since 2010, according to a report released Wednesday by Financial Finesse.

• 

  Employees' Financial Wellness Up, Retirement Confidence Still Low

  By Danielle Andrus, AdvisorOne  |  May 3, 2011

  A report released by Financial Finesse found that although employees have improved their money management skills and have demonstrated an"increased urgency" in retirement planning, they still have a long way to go to being financially secure.

• 

  Warning to Advisors: Potential Clients Still Don’t Trust You

  By James J. Green, AdvisorOne  |  March 3, 2011

  But Financial Finesse’s Liz Davidson says that higher savings rates and a new frugality among consumers present opportunities for advisors.