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Financial Advisor
May 2005
Tracey Longo |
Sticking To His Plan How veteran financial planner Lynn Hopewell built a business that's allowed him to retire in style.   |
Financial Planning
May 1, 2006
Glenn G. Kautt |
In Memoriam With the passing of the passing of Lynn Hopewell, the financial planning industry has lost a pioneer and friend. |
Financial Planning
August 1, 2009
Donna Mitchell |
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees |
Financial Planning
May 1, 2012
Glenn G. Kautt |
Transitions A few years ago I surveyed nearly 1,500 business owners about succession planning. One quarter - working as individuals and billion-dollar revenue firms - told me their succession plan was to die at their desks! Does this sound familiar? |
Financial Planning
September 1, 2010
Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises. |
Financial Planning
May 1, 2005
Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change? |
Financial Advisor
May 2009
George Kinder |
Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now. |
Investment Advisor
May 2006 |
Changes Lynn Hopewell, the financial planning pioneer and former chairman of The Monitor Group passed away... Robert Rands, senior vice president at Wellington Management Company and portfolio manager for the Vanguard Morgan Growth Fund will retire... etc. |
Financial Advisor
December 2009
Roy Diliberto |
Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Financial Planning
February 1, 2013
Dave Grant |
Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself. |
Investment Advisor
December 2005
Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Financial Advisor
February 2007
Mary Rowland |
Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc. |
Financial Advisor
October 2011
Roy Diliberto |
Rules Of Dumb Some advisors use rules that dumb down our profession. |
The Motley Fool
June 12, 2008
Dayana Yochim |
Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay. |
Financial Advisor
August 2012
Roy Diliberto |
Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners. |
Financial Planning
September 1, 2008
Bob Veres |
The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low. |
The Motley Fool
March 22, 2010
Robert Brokamp |
Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply. |
Financial Planning
June 1, 2011
Bob Veres |
Things I Just Don't Understand Is there any profession, anywhere, that's raised its own standards voluntarily, identified and reduced its own conflicts of interest voluntarily and lobbied harder on behalf of consumer protections than the financial planning profession over the past 30 years? |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Financial Advisor
March 2008
David J. Drucker |
Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely. |
Financial Planning
April 1, 2008
Bob Veres |
The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. |
The Motley Fool
March 31, 2010
Dayana Yochim |
Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now. |
Financial Advisor
December 2007
David J. Drucker |
Living The Same, Longer If traditional planning software focuses on the sufficiency of a client's assets, Dr. Laurence Kotlikoff's E$Planner focuses on the sustainability of the client's living standard and on his optimal life insurance coverage. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Financial Planning
September 1, 2005
Donald Jay Korn |
The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management. |
Financial Planning
September 1, 2007
Rick Kahler |
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they? |
Financial Planning
December 1, 2012
Bob Veres |
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. |
Financial Planning
February 1, 2007
Bob Veres |
Origin of Our Species Financial planning has gone through some powerful evolutionary stages, but in some respects, the past is still with us. |
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. |
Investment Advisor
December 2007
Bob Clark |
Future Talk Using third-party portfolio managers just might offer a better business model for independents advisors. Here are a few things to consider when looking at third-party portfolio managers. |
The Motley Fool
May 27, 2009
Dan Caplinger |
The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments. |
Financial Planning
April 1, 2005
Donald Jay Korn |
2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming. |
Financial Planning
October 1, 2006
Bob Veres |
Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'. |
Financial Planning
November 1, 2007
Kathy Gevlin |
How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant. |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. |
Financial Planning
July 1, 2012
Scott Wenger |
Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP. |
Financial Planning
May 1, 2013
Charles R. Chaffin |
Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done. |
Financial Planning
August 1, 2012
Dave Grant |
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. |
Financial Planning
January 1, 2009
Stacy Schultz |
Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business. |
Financial Planning
June 1, 2012
Bob Veres |
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning. |
Registered Rep.
February 26, 2013
Diana Britton |
Comings and Goings: March 2013 Independent broker/dealer NFP Advisor Services Group has tapped Dan Schwamb... David Lynn has joined Cole Real Estate Investments... Financial advisor Kevin Robertson has joined Merrill Lynch... |
Financial Advisor
October 2006 |
Frontline News Many Planners Underwhelmed By Software... EISI Buys Financial Profiles... Affluent Ignore Retirement Planning, Survey Finds... Skip Viragh Award Goes To Evensky And Hopewell... Oxford Financial Names Investment Chief... etc. |
Financial Advisor
June 2004
Gregory Bresiger |
Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands. |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
Financial Planning
April 1, 2005
David Landis |
2015: A 10-Year Growth Plan The ability to increase fees and make them stick is the hallmark of a financial planning practice that has found a path to growth, increasing revenues, and greater profitability. Some concrete guideposts could help you find that path. |
Financial Planning
October 1, 2005
Kathy Gevlin |
Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers. |
Investment Advisor
September 2007
James E. Kearney |
No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future. |
Financial Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
