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Financial Planning
March 1, 2005
Jennifer A. Liptow |
On the Job Mark Davis has joined the Washington staff of the Financial Planning Association... John Hancock Life Insurance in Boston has appointed William J. Cuff... New York Life Insurance has appointed Janett C. Greenberg... 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. |
Investment Advisor
December 2007 |
Changes The Financial Planning Association announced that Richard Salmen of GTrust Financial Partners... New York Life Investment Management appointed David Bedard as senior managing director... etc. |
Investment Advisor
January 2009
Kara P. Stapleton |
Changes People on the move. |
Investment Advisor
June 2008 |
Group Think People and news: Danielle Winchester is named Schwab Research Scholar... Financial Planning Association and McLagan Partners launch a new program... Trish Brambley... Albert "Bud" Schiff... |
Investment Advisor
June 2010
James J. Green |
FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups. |
Investment Advisor
October 2007
James J. Green |
A Robust FPA Celebrates Fresh from Senate testimony, FPA President Nicholas Nicolette stresses fiduciary duty, and the vigor of the Financial Planning Association. |
Investment Advisor
July 2007
Green & Keane |
TD Ameritrade to Acquire Fiserv's Advisor Unit Under the complicated deal that will break up Fiserv ISS, TD Ameritrade will pay $225 million in cash for the operation. |
Investment Advisor
January 2007
Robert F. Keane |
Catching up with... Nick Nicolette The 2007 President of the Financial Planning Association already has clear ideas about what the agenda for his term will be. Here's an interview. |
Registered Rep.
November 16, 2007 |
FPA Elects New President The Financial Planning Association also six new members to its Board of Directors. |
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
February 2009
Kara P. Stapleton |
Group Think The Certified Financial Planner Board of Standards releases proposed revisions to its Disciplinary Rules and Procedures... Financial Services Institute's Board elects Eric Schwartz chair... FPA Board of Directors approved creation of Diversity Scholarship Program for FPA conferences... |
Financial Advisor
March 2005
Tracey Longo |
Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task? |
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... |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
Investment Advisor
January 2006 |
Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc. |
Financial Planning
February 1, 2007
Marshall Eckblad |
On The Job Here's a rundown of important executive moves and appointments: James Barnash, chairman of the Financial Planning Association in Denver, has left his position... Ed Ryan has joined Diversified Investment Advisors... etc. |
Investment Advisor
January 2008
Kathleen M. McBride |
Big Brokers and Planning FPA is embracing major firms, reaching out with ways to help captive broker/dealer, bank, and wirehouse executives and their reps to shift part of their firms to an advisory model. |
Financial Planning
January 1, 2007
Elizabeth O'Brien |
The Other Diversification Financial planners take steps to increase minority participation in the industry. |
Wall Street & Technology
August 27, 2004
Jessica Pallay |
Building the Right Team With no sign of waning regulations, compliance officers remain essential to the architecture of the securities industry. |
The Motley Fool
July 27, 2010 |
Why We're Buying Fiserv Advisor Joe Magyer reveals why he thinks today's recommendation, Fiserv, is a great way to get into the banking world without all the risk. |
Investment Advisor
May 2007
Melanie Waddell |
Victory for the FPA The U.S. Court of Appeals for the D.C. Circuit overturned the SEC's Merrill rule. |
Financial Planning
September 1, 2006
Marshall Eckblad |
On the Job: Executive Appointments Allianz Life Insurance Co. has promoted Dave Sipprell to president... The Financial Planning Association has named Linda Citroen managing director for marketing and communications... etc. |
Financial Advisor
February 2007 |
Frontline News Schwab Offering Loans To RIAs Going Independent... TD Ameritrade Purchases iRebal... Suitability Standards For DPPs Could Rise... N.J. Firm Was B-D's Biggest Catch In '06... etc. |
AskMen.com
November 25, 2001
Rashmikant Patel |
How A Financial Advisor Can Make You Rich The majority of people do not realize the importance of such planning until they have dug themselves into a deep financial hole, and that is why early planning is essential... |
