Paula Hogan

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

• Has Your Profession Left You?

  By Gil Weinreich  |  April 29, 2013

  A high school teacher in Syracuse, N.Y., recently gained notoriety when he posted his resignation on his Facebook page. Jerry Conti’s lamentation about education—“I am not leaving my profession, in truth, it has left me”—immediately went viral.

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  Olivia Mitchell, Kent Smetters, Others Reveal Holes in Retirement Advice

  By Gil Weinreich, AdvisorOne  |  August 17, 2012

  Surveys show millions of people want to discuss retirement with a professional advisor. But a forthcoming book edited by Olivia Mitchell and Kent Smetters points to barriers to advice in the retirement marketplace.

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  4 Misconceptions About Financial Advice From a Veteran Advisor

  By Gil Weinreich, AdvisorOne  |  July 31, 2012

  Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.

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  Advisor Calls for Paradigm Shift in Financial Advice

  By Gil Weinreich, AdvisorOne  |  June 7, 2012

  Paula Hogan, a Milwaukee-based advisor, has laid out a model for financial planning that she argues is both more effective and more distinctive than conventional approaches.

• Changes

  By Kara P. Stapleton  |  January 1, 2009

  ? The FPA named Tom Potts as president-elect for 2009. In addition, six new members were elected to the FPA's board--Michael Branham, Diana DeCharles, Paula...

• FPA Names New Leadership

  By Janet Levaux, AdvisorOne  |  November 11, 2008

  In addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael

• Extending the Definition

  By Melanie Waddell, AdvisorOne  |  September 1, 2006

  When viewing your clients' plans, do you include helping them manage their careers? Michael Haubrich thinks you should. When developing a comprehensive financial plan for...

• Busted

  By Staff Writer  |  March 2, 2001

  Even the best-intentioned planners can run afoul o