Julie Murphy Casserly

  • Bringing Superior Planning to the Fairer Sex

    By Warren S. Hersch  |  June 1, 2012

    Nearly every day, it seems, a new study is broadcast over the wire services proclaiming Americans’ lack of financial preparedness and the opportunities for advisors to serve them. This situation, sources tell National Underwriter, is particularly pronounced among that half of the American public that has historically taken a less...

  • Bucking the Female Stereotype

    By Warren S. Hersch  |  April 1, 2012

    The perception that women take a generally take a less proactive role than men do in managing personal finances and planning needs, a view widely held among financial professionals, is not universally shared.

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