Maddy Perkins
Moneyish
New York, NY, United States
Contact Maddy
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Maddy:
20 of the absolute best deals from Amazon’s 'second Prime Day' of 2022 — from an $18 Echo to a Roomba at its lowest price of the year
Plus, discounts on Fire TV, Kindle, Blink Outdoor home security systems, air fryers, a full Calphalon pots and pans set during the Prime Early Access Sale → Read More
Access Denied: The financial media
Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism. → Read More
Access Denied: Allocation and exacerbation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Access Denied: Allocation and exacerbation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Access Denied: Allocation and exacerbation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Access Denied: Representation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Access Denied: Underserved or ignored?
Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans. → Read More
CFP Board's diversity summit aims to follow calls-to-action with accountability
The second annual event highlighted the business reasons firms should be prioritizing expansion of their diversity and inclusion initiatives. → Read More
Warning: clients may not own all the money in their 401(k)s
The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match. → Read More
A matter of degree: With so many options, how can advisors find the best future planners?
At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn’t a profession at all. → Read More
Ken Fisher's problem isn't that he's a 68-year-old man. It's his derogatory comments.
A Financial Planning editor's "jaw dropped" after reading a recent Wall Street Journal op-ed that downplayed the billionaire's remarks at the Tiburon CEO summit. → Read More
Advisors report higher fees, Schwab’s Clark says, but also an increase in services
Lower costs are “pushing down what has been the economic model of our industry,” says Schwab EVP Bernie Clark at the In|Vest conference. → Read More
Is now the time to flip the script on annuities?
There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches. → Read More
What to consider when building HNW business
Wealthy clients certainly expect more of their advisors — but technology won't do the job on its own. → Read More
Clients don’t need to be millionaires to retire comfortably
Living a luxurious lifestyle for less is a possibility — provided retirees are willing to move overseas. → Read More
FIRE: What advisors need to know
Clients who want to retire in their 30s or 40s will need a lot of handholding. → Read More
When culture is ignored, advisor-client relationships can fail
One of the most important aspects of any advisor-client relationship is how culture affects their conversations, experts say. → Read More
Is journaling the key to mentoring young planners?
Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor. → Read More
How to ride the 'whitewater' rapids — with a little help from your colleagues
A learning and development consultant for the FPA, Elizabeth Jetton shared a collaborative technique for solving tough problems at the organization's annual retreat. → Read More
Women are not a niche: Why financial advisors must look beyond gender
It’s vital that planners recognize how women’s planning needs are different from men’s — while being careful not to lump them into a singular group. → Read More