LIMELIGHT

 

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Lazetta Rainey Braxton: “Women Working in Wealth Summit and Awards Ceremony,” The American College of Financial Services Alumni & Friends Network, March 8. Braxton was a keynote speaker on “Invest in the Change.”

Cameo Roberson: “Ep #328: An RIA Consultant’s Advice for Building Your Firm: A Conversation with Cameo Roberson,” XY Planning Network, Feb. 9. Roberson says, “… running a business is more than just technical knowledge and having that business plan. Having that roadmap in front of you will really help you start making the right business decisions in the context of your entire business—and not what just looks good today, but what is going to look good tomorrow and the next day and the next month.”

Ron Rhoades: “Will the SEC Ban 12b-1 Fees?” ThinkAdvisor, Feb. 4. Rhoades says, “The decline of 12b-1 fees reflects the growing movement toward fee-based practices, in which clients pay fees directly. This is a positive, because fees can be negotiated by the client, unlike many 12b-1 fees.”

Kimberly Foss: “Negotiate Your Best Early-Retirement Package,” BottomLine Personal, Feb. 1. Foss says, “Request a large severance payment to be spread over several years to reduce the tax hit of a lump-sum payment.”

Lily Styrmoe: “Voices: Why I’m looking at SMAs in 2022,” FinancialPlanning, Feb. 1. Styrmoe says, “an SMA [separately managed account] is a great vehicle to give a client a more in-depth, personalized approach. Furthermore, these accounts allow you to continue focusing on a well-diversified allocation. In some cases, depending on the account size, you can use the SMA for a client’s U.S. large cap portion of the portfolio and then build around the remaining asset classes.”

Matt Fizell: “You’re a Financial Planner… Now What? Bet on Yourself: Build a Brand, Own Your Career with Thomas Kopelman,” Journal of Financial Planning, February. Fizell interviewed advisor Thomas Kopelman.

Heather Townsend: “EP #327: Building Confidence to Launch and Grow Your Ideal Firm: A Conversation with Heather Townsend,” XY Planning Network, Jan. 26. Townsend says, “I always knew I didn’t want to be a stay-at-home mom. No, no, I need my brain challenge.”

Karen Altfest: “Helping Clients Let Go of Their Fairy Tales and Fantasies,” Rethinking65, Jan. 25. Altfest says, “The underlying moral of the Brothers Grimm fairy tales seems to be: Wait for your prince to save you, don’t complain, don’t try to change your situation, it will all work out. Yet this is not the positive and proactive advice we want our clients to remember. Life changes rapidly, leaving those who do not participate on the sidelines. Today’s active woman client who makes comfortable choices, who participates in and creates her own future happiness—rather than pinning her hopes on being saved or sleeping through her natural life span—ultimately may live happily ever after, knowing that she saved herself from dreariness and dependence.”

Stephen Craffen: “How to Buy an Index Fund,” AARP, Jan. 18. Craffen says, “Get the one with the lowest cost.” He prefers no-load index funds over index with a load. He also looks for the lowest expense ratios.

Carolyn McClanahan: “If you are quitting a job amid the ‘Great Resignation,’ here are some options for health insurance,” CNBC, Jan. 13, “When a Diagnosis Demands a Long-Term Money Strategy,” The New York Times, Jan. 14. McClanahan says that for clients seeking health insurance after resigning from a job, “It’s important to not only weigh the cost of the premiums, but the cost of the deductibles and copays and your underlying health condition.”

Jim Blankenship, Chris Chen: “36 Top Influencers for Financial Advisors in 2022,” Indigo Marketing Agency, no date. Blankenship and Chen were named as “top influencers” for financial advisors.