Practice

  • Get a Life

    By Jane Wollman Rusoff  |  March 1, 2011

    “People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.

  • Bad Times, Good Timing

    By Nancy R. Mandell  |  March 1, 2009

    Trust: Clients seek it; you've earned it. But in the post-Madoff era, even established registered investment advisors are tainted by the public skepticism born first...