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Amanda Schiavo
Amanda Schiavo is an associate editor for
Financial Planning
. Follow her on Twitter at @SchiavoAmanda.
Clients say the darndest things
Advisors share client anecdotes that made them stop and say “huh?”
Is diversity the key to the succession plan challenge?
Nearly three-in-four advisors (73%) do not have a succession plan in place.
Navy pilot turned advisor helps military vets with complex challenges
Wealth management allows veterans the chance to help each other in a meaningful way.
Record student loan debt takes an emotional toll on clients
This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.
Financial advisor: The best job for working moms?
Scheduling freedom allows for more time with the kids, say those in the industry.
See more from Amanda Schiavo
