Liz Davidson

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  Think Small for Retirement Success

  By Savita Iyer-Ahrestani, AdvisorOne  |  September 28, 2012

  Efforts by companies to get employees more committed to proper financial planning can go to waste if not done the right way, said Liz Davidson of Financial Finesse.

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  Madame Ex: Advising ‘Gray Divorcees’

  By Olivia Mellan, Sherry Christie  |  September 25, 2012

  We all know the cliché of the older divorcing couple: The husband, in the throes of a midlife crisis, dumps his aging wife for a younger cutie. But Boomers are turning this cliché on its head.

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  5 Super Costly Divorces of the Rich and Famous

  By Dan Berman, AdvisorOne  |  July 6, 2012

  Tom Cruise and Katie Holmes are just the latest couple to split with millions at stake. For some summer fun, AdvisorOne looks at five of the biggest settlements.

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  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.

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  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.

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  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.

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  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

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  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.