Smartest Things Heard at the Women Advisors Forum in New York
Image: Regina Fleming Photography
Go Sallie
"One of the biggest takeaways for me was, 'Go, Sallie,'" said Kerri Kimball, a managing partner with Apogee Wealth Advisors. She's building this empire. She's got this network and now she's advocating an investment that supports women. I'm going to watch it very closely."
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Finding Your Sucessor
"It resonated with me because I'm 52 years old and I'm going to start thinking about retirement eventually," said Berryman.
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Funding Philanthropy With Complex Assets
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Personalize Your Brand
"Years ago everyone had to act the same and sound the same but now the industry has changed where women can be who they are," said Kathy Anne Lo Bue, managing director, Glen Eagle Advisors in Princeton, N.J.
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Point-Counterpoint in Online Lending
"It sounds like it will be appealing to the generation coming in. They already do their own research. I think this one has legs," said Aisling Carroll of Highline Wealth Management.
Suzanne Lundreen Abrams, principal, Lundreen Abrams Advisors, cautioned that the risks appeared to be high. "I don't know if I would feel comfortable pitching it."
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Investing in Art? Be Sure to Check With Experts
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Preparing Clients for the Next Recession
One place to start: expect periods of unemployment to last longer than before, explained Polina Vlasenko, senior research fellow at the American Institute for Economic Research.
Vlasenko said that until the end of the 1970s the average time for unemployment was 15 weeks. Today, however, the average is 35 weeks.
People need to plan for at least six months, she said. But I would plan for more than that.
Image courtesy of American Institute for Economic Research