Cindy Jenner Cowan

Decorative pattern

Transitioning best practices (Part 2)

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By Cindy Jenner Cowan |August 7, 2013

4 min read

Decorative pattern

Planning and Advice

Exit planning: Building your own retirement plans (Part 1)

When it comes to retirement, advisors are the first to tell their clients how important it is to plan

By Cindy Jenner Cowan |July 31, 2013

4 min read

Decorative pattern

Planning and Advice

Technology, platforms and competing in today’s marketplace

Clients have become better educated about the principles of investing and the qualities they expect from their advisors, so the need to learn about new tools and processes to meet clients’ demands will only increase in the future. This makes it necessary for advisors to understand which tools and processes are available, and the amount […]

By Cindy Jenner Cowan |December 1, 2008

4 min read

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