Solo Practitioner
Working on his own, advisor George Papadopoulos finds success on his terms.
Charles Keenan
Charles Keenan is a freelance financial journalist.
Latest
Creating an Environment Where Clients Feel Safe
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
Why Investors Shouldn't Wait to Enjoy Their Money
Advisor Dustin TenBroeck challenges his clients to view their dollars differently.
Bringing Sustainable Private Placements to Investors
'It’s our way of helping to try to democratize access to the high-impact private investments population.'
Creating an Inclusive Practice to Help Women
'I just want every woman to know that she has the ability,' says Danika Waddell, president of Xena Financial Planning.
Coaching Confidence and Catering to All Levels of Wealth
Charlotte Geletka helps clients feel secure in their financial decisions.
Ushering In a New Generation of Financial Planners
Andrew Miller infuses youth into building a firm poised for the long run.
Digging for Responsible Growth
Liz Simmie says shortcomings in ESG research and data create opportunities.