Penny Marlin

  • Leading the tech revolution

    By Vanessa Drucker  |  October 1, 2008

    Tech-savvy advisors. Boomers want them. Are you one? If not, here's how to catch up. Choosing financial planning software for your practice is a daunting task....

  • Complicated Gifts

    By Staff Writer  |  November 1, 2004

    First there was the guy who wanted to donate his banana tree to charity--he insisted that it was worth $35,000, but demanded that the charity's...