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Financial advisor Steven Tonkinson uses his quick intelligence to solve investment problems and build portfolios for clients. But outside of the office, he uses his hands and his instincts to help relieve crises in places that have been struck by...
Patricia Estopinal was fortunate enough to grow up in a middle-class suburban home in New Jersey. But after going to school and settling down in Sacramento, the sixth largest city in California, she became more aware of the problems of the urban...
Growing up in Jonesboro, Ark., David A. Pickler was a voracious reader. He was especially taken with the biographies of our founding fathers John Adams, Thomas Jefferson and Ben Franklin. What he read about their lives gave him a deep appreciation...
During the first quarter, money flowed in and out of individual mutual fund asset classes faster than you could say, "volatility." Investors just couldn't decide whether to hold 'em or fold 'em. For example, the flow data shows how quickly...
The Certified Financial Planner Board of Standards is coming to a cable TV channel, magazine, and website near you. The board last month launched the first wave in a four-year marketing campaign to promote the CFP brand to the public, at a cost of...
John Vita's twin interests in the financial services business and in helping those less fortunate than himself began at an early age. Vita's father Robert was a Merrill Lynch broker for 40 years, and Vita recalls that as a boy, he loved going to...
Plowing the driveways of elderly neighbors after a snowstorm; volunteering at a homeless shelter; serving people food; mentoring a recovering drug addict; coaching a youth basketball league; hosting a men's support group; cutting up and clearing...
In 1993, in his mid-30s and with a growing advisory practice, John P. Hyland began looking for a local non-profit toward which he could devote some time. He chose the New Jersey chapter of the Leukemia & Lymphoma Society, a cause that was dear to...
Financial advisor David Rae started riding in the AIDS Life/Cycle race just four years ago, and he has since gotten heavily involved in recruiting and fund-raising for the event. The seven-day race, which raised $11 million last year for Los...
If you are not talking to your client about retirement planning, someone else probably is and stands a good chance of garnering those assets, according to The Secret Knock: Unlocking the Retirement Opportunity, a recent report by Pershing LLC and...