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Financial Advisor
January 2005 |
Letters to the Editor Judging Risk Tolerance... Major Issues Are Missed...   |
The Motley Fool
July 7, 2005
Selena Maranjian |
Those Poor, Deluded Rich People ... A recent survey shows the misguided wealthy are at risk of not remaining rich, due to unrealistic performance goals, under-diversification and poor financial advising. |
Financial Advisor
November 2005
Fazzi & Simonoff |
Rocky Mountain Why? After a year's worth of changes that has seen it's staff cut by 60% and many of its core operations put under intense scrutiny, it's safe to say the Certified Financial Planner Board of Standards is in the midst of remaking itself. |
BusinessWeek
September 12, 2005
Lewis Braham |
Building A Focused Fund Of Your Own Portfolios of under 50 stocks have outrun the market with less risk. Here's how they do it. |
Financial Advisor
February 2005
Bill Bachrach |
School Of Schlock The idea that the purpose of financial advisors is to educate their clients is a fundamental error in our industry. As a financial professional, you need to focus on getting them results, not information. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Financial Advisor
June 2005
Grove & Prince |
Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy. |
Entrepreneur
September 2004
Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners. |
Registered Rep.
November 1, 2006
Halah Touryalai |
CFP CEO Resigns Sarah Teslik, CEO of the Certified Financial Planner Board, announced that she would resign from her post to take a position at an energy company. |
Investment Advisor
December 2006
Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
Financial Planning
November 1, 2006
Howard Sontag |
How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road. |
Investment Advisor
August 2006
Savita Iyer |
Retirement Planning: Behind the Numbers Advisors are looking overseas for income-producing equities and fixed income to get the best out of the markets for their clients' retirement. |
On Wall Street
October 1, 2008
Larry Silver |
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio.. |
Financial Advisor
November 2004
Evan Simonoff |
Editor's Note Big government gets bigger, especially for the financial advisor. Unfortunately, many regulators barely understand the difference between stockbrokers, financial planners and investment advisors. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Financial Advisor
November 2004 |
Frontline News New CFP Board CEO Offers Her Ideas... FPA Has Its Day On Capitol Hill, Mixing Planning With Politics... Investigations May Aid Lawsuit To Rollback Broker Exemption... RIA Business Boomed in 2003, But Profit Margins Shrank... etc. |
The Motley Fool
March 19, 2010
Robert Brokamp |
Will Rising Rates Sink Your Portfolio? And should you be worried? How will this affect the portfolios of people who invest in rate-sensitive securities -- namely, bond mutual funds and exchange-traded funds? |
Financial Advisor
December 2006
Evan Simonoff |
Editor's Note - Beginning All Over Again The departure of CFP Board CEO Sarah Teslik provides the third opportunity in the last six years for a new beginning. Unfortunately, the real problem is why any organization would go through three new beginnings in six years. |
Financial Advisor
April 2004 |
Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All...
Securities America Tests New Transition Options... Award Established To Honor Viragh... etc. |
Financial Planning
January 1, 2006 |
2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
Investment Advisor
November 2006
James J. Green |
Teslik Leaves CFP Board Sarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the Board to take the newly created position of senior VP of policy and governance at Apache Corp. |
Registered Rep.
May 1, 2005
Kristen French |
Go to the Head of the Class This financial advisor and winner of an Outstanding Broker Award for 2005 loves learning, and his clients love him for it. |
Financial Advisor
April 2005 |
Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc. |
Financial Advisor
September 2006 |
Frontline News Optional Fiduciary Stance Challenged... Retired Widow Wins Fiduciary Case Against Advisor... Investors Still Expecting High Returns... Investors Want Choice... Advisors Optimistic About Growth Prospects... etc. |
Investment Advisor
April 2008 |
The Writer Couldn't Be More Wrong Letters to the Editor: Performance-based compensation for investment advisors... Is there a lack of qualified advisors?... |
Financial Advisor
July 2006 |
Frontline News FPA Members Support Fiduciary Standards... NAPFA Honors Bradley For Exemption Stance... Focused On The Top, Focus Grows Again... Planners Stay Happy Despite Earnings Decline... etc. |
Financial Advisor
November 2006 |
Frontline News CFP Board CEO Teslik Resigns... FPA Ponders Prospects For A Win Against The SEC... Lawyers Don't Like New Law... Morningstar Adds Dollar-Weighted Returns Data... etc. |
Financial Advisor
August 2005 |
Frontline News Percentage Of Female CFPs Shows Little Change... FPA, Aetna Join To Educate Expectant Parents About Costs... IRS Crackdown On Stock Options Abuse Nets 95 Settlements... etc. |
Financial Advisor
March 2005 |
Frontline News AICPA Joins FPA In Opposing Exemption For Brokers... Heads Roll At CFP Board As Up To 25% Of Staff Gets Axed... American Express Spinning Off Advisors Unit... Board Of Standards Disciplines 23... etc. |
Investment Advisor
November 2006 |
Tell Us How You Really Feel Letters to the editor: Board to Death: Reloaded.. At a conference near you... Corrections... |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Financial Advisor
June 2004 |
Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion... |
Registered Rep.
October 23, 2006
John Churchill |
Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference. |
Financial Advisor
March 2010
Evan Simonoff |
When Advisors Distort Editor's Note: One advisor, who claims to be a CFP licensee and proclaims himself to be an advocate of self-directed investing, used the statistics in last year's survey with extreme dishonesty to make his point. |
Investment Advisor
January 2007 |
The Mark That Makes It Letters to the editor: Hope It Wasn't Something I Said... Who Best to Educate the Public?... Longing for the Past... etc. |
Financial Advisor
March 2004 |
Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc. |
The Motley Fool
January 19, 2005
Dayana Yochim |
Do You Have a Money Attitude? Financial self-awareness is the first step towards smart money skills. |
Financial Planning
September 1, 2008
Bob Veres |
Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller. |
Financial Advisor
February 2011
Roy Diliberto |
A Good Business Model The fiduciary standard is essential for financial planning to be embraced as a profession, yet examples abound of advisors who ignore it. |
Investment Advisor
July 2008
Bob Clark |
With Friends Like These... What's the CFP Board really up to, and will their decisions benefit financial planners? |
Investment Advisor
September 2006
Bob Clark |
Clark at Large: Board to Death: Reloaded Think the Certified Financial Planner Board had gone mainstream? Think again. Here's a recap of Board CEO Sarah Teslik's recent off-the-wall comments. |
Financial Advisor
June 2006 |
Frontline News CFP Board To Punt On The F Word... Raymond James Demands Cheaper VA Products... More Clients Need Insurance Help... Calling Young Advisors... etc. |
