Down the Irrational Path
- Wealth management for average doctors. Altfest, Lewis J. // Medical Economics;5/18/2007, Vol. 84 Issue 10, p24
The article cites an advice on wealth management for average-earner physicians. It is recommended that a comprehensive financial plan is needed or a physician who is earning $125,000 a year, owns a home, and wants to plan for his future. Such program refers to a plan that takes all ones asset...
- ASK PAUL. // Money (Australia Edition);May2009, Issue 112, p36
The article presents questions and answers related to financial management including whether to buy property or directly buy some shares, invest in direct shares or a managed fund using dollar averaging and investment strategy for uncertain economic times.
- WOMEN AND INVESTING: FINDING THE EXTRA MONEY TO SAVE. Pietrangelo, Barb // Women in Business;Jul/Aug2007, Vol. 59 Issue 4, p33
This article advises women in the U.S. to find extra money and save. It explains that women in the country have fewer opportunities to accumulate pensions and retirement savings. But women must give priority to saving for the future. They should create a plan of attack with defined goals and the...
- Life-Cycle Investing Is Rolling Our Way. Hogan, Paula H. // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p46
â€¢ Drawing on 1950s models, the financial planning community uses mainly precautionary savings and diversification strategies to manage personal wealth. But financial economists and many others in the financial services industry have moved on to a new paradigm known as life-cycle investing....
- How Digital Do You Want to Be? Marsh, Ann // Financial-planning.com;6/19/2015, p1
Pershing CIO Ram Nagappan offers a framework to help advisors think about how to transform their businesses to digital.
- STAT BANK. // Journal of Financial Planning;Jun2007, Vol. 20 Issue 6, p14
The article presents statistics about financial planning. According to the United States Census Bureau, women's earning increased 25% between 1990 and 2003, compared to less than ten percent for men. Nearly one-fifth of eligible 401(k) participants have outstanding loans from their accounts,...
- Coming of age. Bignill, Thomas // Money Management;9/29/2011, Vol. 25 Issue 37, p20
In this article the author reflects on the factors that hinder financial planners to focus more on managed accounts in Australia. He cites the small number of managed account providers in the country due to the complexity of handling the matter and the lack of knowledge among planners the...
- READING, WRITING AND FINANCIAL PLANNING? Satov, Tamar // CA Magazine;Jan/Feb2006, Vol. 139 Issue 1, p14
The article discusses the efforts of the Financial Planners Standards Council (FPSC) for improving young people's financial literacy. Under part of a program initiated by the FPSC, more than 150 certified financial professionals across Canada are available to visit high school classrooms and...
- Shape Your Approach With Clients. Shilling, Andrew // Financial-planning.com;6/19/2015, p1
Wealth management is still a work in progress and must be sculpted to meet the demands of wealthy individuals, says Sebastian Dovey of Scorpio Partnership.