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SEPTEMBER 2015

Cover Story: NexGen of Planners and Clients

Who Are the Next Generation of Planners and Clients?
by Rianka R. Dorsainvil, CFP®
NexGen planners are poised to change the profession by embracing their millennial peers as clients and helping established firms do the same.

 


Practice Management

For Female Financial Planners, the Glass Is Half Full

by Catherine M. Seeber, CFP®
Great strides are being made in the planning profession to embrace, support, and empower female planners.


Contribution

A Blueprint for Retirement Spending

by Luke Delorme

This study selects from the retirement distribution literature in order to frame a spending strategy based on individual household characteristics and preferences.

 

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