Sam Richter

  • Ramping Up

    By Ellen Uzelac  |  September 29, 2011

    Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...

  • Social Networking: Going Online Without Crossing the Line

    By Ellen Uzelac  |  March 1, 2010

    Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...

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