As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.
After the attacks on the World Trade Center and the Pentagon, the telephones fell silent, says Phelps McIlvaine, whose company advises two mutual funds geared toward Muslims.
The National Association of Personal Financial Advisors is planning to take off in a new direction now that Steven P. Kanaly is at the controls.
With so many wealthy, qualified and bewildered ex-dot-comers out of work, so-called pink-slip parties are all the rage in such cities as San Francisco and New York. But a soiree at Hush in New York Thursday turned into a meet-and-greet for financial planners.