Peg Downey

Majority Report: A New Approach to Advising Women

By Olivia Mellan | August 1, 2010

The journey to engage women more fully with their money has been a long and, so far, not very successful one. Studies continue to show...
Like Mother, Like Daughter

By Olivia Mellan | February 1, 2007

One of my mother's favorite jokes involved a late-night TV program whose host was interviewing a famous star. When this star mentioned hating her mother,...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.