| Similar Articles |
|---|
 |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.   |
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. |
Financial Advisor
December 2005 |
Frontline News Fee-Only Practices Are The Most Profitable... FOLIOfn Subsidiary Launches Proxy Compliance Service... Advisors Got Wealthier, And Happier, In 2004, Says Survey... FPA Names Nicolette 2006 President-Elect... 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
Eva Marer |
The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession. |
Financial Advisor
February 2005 |
Frontline News Financial Planning Association Dismissive Of SEC Action On Broker Exemption... Brokerages, Funds Await New Regulations... Pape Says Certified Financial Planner Board Will Focus On Accountability... etc. |
Financial Advisor
June 2004
Tracey Longo |
Winning Women Clients According to leading financial advisors and trainers across the country, it takes advisors longer to prospect and cultivate women. Here's what you need to know to build a good roster of women investors. |
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. |
Investment Advisor
May 2007 |
The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc. |
Financial Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
Financial Advisor
November 2007 |
Frontline News CFP Board Picks New Chief Of Exams And Education... Are Regulators Losing Their Mojo?... Gingrich, Ford: Save New York City... Staffing -- Not Clients or Revenues -- Is Advisors' Big Challenge... etc. |
Investment Advisor
January 2010
Bob Clark |
Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking? |
Investment Advisor
November 2005
Robert F. Keane |
Back to Square One Joe DiGangi has the skills to help his clients' wealth last, but as an advisor to the personal injury settlement recipient niche, his first goal is to help make them whole. |
Financial Planning
December 1, 2010
Mary Quist-Newins |
Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners. |
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. |
Financial Advisor
April 2008
David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession? |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
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. |
Financial Advisor
May 2006
Bruce W. Fraser |
An Undiscovered Asset Class Most advisors know little about the structured settlements market, yet the dollar amounts in settlements can range into the millions of dollars, thus making them a potentially profitable niche market for wealth managers and other fee-only advisors. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Financial Advisor
May 2004
Tracey Longo |
Cracking the Corporate Market Some advisors talk a good game about attracting corporate executive clients. With more than $1 billion in assets, San Francisco's Tim Kochis walks the walk, too. |
Financial Advisor
January 2007 |
Frontline News Advisors Wrestle With Growing Pains... CFP Accepting Grant Applications... One In Five Americans Are... Community Foundations Struggling, Poll Says... Retirement Planning Software Is Upgraded... etc. |
Registered Rep.
December 1, 2006
John Churchill |
Of Two Minds An internecine argument at the FPA gets to the heart of one of the industry's more vexing problems: Should brokers be able to position themselves as financial planners? |
Financial Advisor
June 3, 2010 |
Frontline News Advisor news: Threshold Rising... Staying Healthy May Cost You In Retirement... SEC Looks To Update ADV Part II... IRS Sets Sights On The Very Wealthy... more... |
Financial Advisor
November 2003
Hinchcliff & Longo |
Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country. |
Financial Advisor
May 2007 |
Frontline News Don't Party Like It's 1999... CFP Board Moving Headquarters... Advisors Settle Multimillion Lawsuits... FPA's New Fiduciary Standard For All Planners... Mesirow Advisors Become RIAs... |
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
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. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
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
April 2008 |
Frontline News Tumult At CFP Board's Ethics Commission... FPA Says No To FINRA Or SEC Oversight... Client Loyalty Counts For Only So Much... Investors Flock To Socially Responsible Investing... Sanders Morris Buys Half Of Leonetti & Associates... etc. |
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. |
Financial Advisor
November 2003
Evan Simonoff |
Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning? |
Financial Advisor
July 2004 |
Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc. |
Investment Advisor
September 2005
Mark Tibergien |
Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value. |
Financial Planning
January 1, 2007 |
Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc. |
| Financial Advisor |
Frontline News News of interest to advisors: Clients want insured investments... Francais succeeds Kochis as Aspiriant CEO... Financial Planning Association's Top Lobbyist Stepping Down... New Web sites keep advisors honest... more... |
Investment Advisor
December 2005
Kathleen M. McBride |
The History of Financial Planning It's been a rocky ride for planners over 25 years. Financial planning today has become less associated with any product or investment type at all and far more associated -- as it should be -- with individual investor planning and investor needs. |
| Financial Advisor |
Frontline News Independent B-Ds Inside... States Gear Up To Examine More Advisors... IRS To Regulate All Tax Preparers... Guggenheim To Buy Security Benefit... RIA M&A Activity Down In '09... Majority Of Advisors See Growth In '10... more... |
Financial Advisor
January 2004 |
Frontline News Barnash Named Financial Planning Association President-Elect... FPA Will Close Atlanta Office And Move Staff To Denver... Competitive Environment Expected To Intensify... PA Announces Major Events For 2004... Investor Faith In Mutual Funds May Be Weakened, Surveys Indicate... tudy Finds That Concentrated Funds Perform Better... Look First, Before Leaping Into A Charity... |
Financial Advisor
January 2006
Karen DeMasters |
Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client. |
Financial Advisor
October 2004 |
Francis Named CFP Board Chair-Elect Barton Francis, 44, of Vienna, Va., will take the position January 1... Prices For Advisory Firms Climb... FPA Attacks Victimization Of GIs... Survey Finds Advisors More Pessimistic About Economy... Fiserv Consolidating Trust Companies... etc. |
Financial Planning
January 1, 2007
Elizabeth O'Brien |
The Other Diversification Financial planners take steps to increase minority participation in the industry. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Investment Advisor
July 2008
Melanie Waddell |
Globalization Now It's not a question of if, but when, every advisor will embrace the reality that the world is shrinking. Are you ready? |
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
September 2009 |
Frontline News News for the financial services industry: Regulations, Fiduciaries And Other Things... Breakaway Broker Trend Slowing?... Barney Frank Won't Push SRO For Advisors... CFP Board's Proposed New Education Standard... M&A Activity Down, But Not Out... more... |
Financial Advisor
April 1, 2010 |
Frontline News Advisor news: Is Your Client's Private Info Secure?... Hybrid Brokerages Shine Light On New Space... CFP Aspirants Need A Plan... Wanted: Silver Bullet For Retirement Income... more... |
Financial Advisor
December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
Investment Advisor
July 2006
Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. |
