BizSolutions

Financial DNA in the Press

The links below contain articles written by advisors and/or journalists that are independent of Financial DNA. They provide an objective assessment of the tools and services that we offer.

Confidence and Client Engagement: Keys to Advisor Success
Financial Planning Magazine, November 2010 - by Ruthie Ackerman

Wealth Management Psych Out
Financial Planning magazine, September 2010 - by Donna Mitchell

The Real Scam is the Risk of Taking Advice
Financial Times, February 2009

Risky Business
The Investor, September 2008

The Right Partner for Your Financial Needs
Forbes, Colorado Women in Business (Kathleen Lenover), July 2008

Passing It On From Inside Out
Journal of Practical Estate Planning, July 2008

The DNA of Wealth
AIG Financial Advisors, Inc. (Profile on Kathleen Lenover), April 2008

Really, Really Personal Financial Planning
Financial Advisor Magazine, March 2008 - by Andrew Gluck

Financial DNA
Virtual Office News, June 2006 - by David Drucker.pd

5 Questions: Hugh Massie
Financial Planning and Source Media, May 2006 - by Marshall Eckblad

Roots of Behavior
InsideInfo, December 2005 - by Bob Veres

How to Stop Investors Behaving Badly
AFR

Character Building
Asset Magazine, October 2007 - by Matthew Smith