Mary Malgoire

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  Top 10 Shout-Outs for the New Year

  By Olivia Mellan  |  January 18, 2011

  Advisors like Elissa Buie, Dick Wagner and Mary Malgoire weigh in with advice for 2011.

• Top 10 Shout-Outs for the New Year

  By Olivia Mellan  |  January 13, 2011

  Shelves groan beneath personal finance books.

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  Future Imperfect

  By Olivia Mellan  |  December 1, 2010

  Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.

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  Ariely and Benartzi, Wagner and Buie Debate the Future of Advice in Investment Advisor's December 2010 Issue

  By John Sullivan, Advisorone  |  November 23, 2010

  Top advisors and related experts open up about the future of advice in Investment Advisor's December issue cover story.

• Previewing Transformational Ideas

  By Olivia Mellan  |  November 19, 2010

  I've attended the yearly Visionary Dinners that Mary Malgoire's Bethesda, Md.-based advisory firm--Family Firm--hosts for clients, and even spoke at one of them. It's an...

• NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership Roles

  By Joyce Hanson, AdvisorOne  |  July 7, 2010

  The National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.

• Top Women in Wealth: Influencer

  By Editorial Staff  |  April 1, 2009

  In a field where they make up barely 25% of practitioners, women in wealth management are changing the style and tone of the profession. Just...

• The Silent Generations

  By Olivia Mellan  |  February 1, 2006

  As a baby boomer, I think of my generation as anything but silent. We're notorious for speaking out loud and clear in all directions. All...