Category: Practice Management

The Confluence of University-Based Retirement

Baby Boomers have redefined the culture since the early 1960s, and so it shouldn’t come as a surprise that they are redefining retirement. One of the ways they are doing this is through university-based retirement. In other words, Boomers are headed where educational and cultural opportunities abound—college towns.

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Do Professional Designations Add to Advisor Credibility?

The primary reason advisors pursue a professional designation is so that the knowledge gained can help them better serve their clients. An indirect outcome of obtaining that professional designation is that it can add to an advisor’s credibility among his or her clients and the investing public at large. The degree to which these designations may add credibility rest on several factors.

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Advancing Women in the Workplace

There remain many miles to travel before gender equality is truly achieved in the workplace. While this current inequality can, in part, be addressed with public policy initiatives, there are things that women can do to improve their individual career prospects and help other women in the workplace succeed.

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