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Investment Advisor October 2006	Strategies and Strategists Gene Balliett of Balliett Financial Services discusses how his approach to investing has shifted since the challenging markets of 2000-2002, and which strategists he respects.
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 January 2004 Dorothy Hinchcliff	Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers.
Investment Advisor January 2006 Gene Balliett	The IA Soapbox: Getting Ready for a Leap in Longevity Longevity increased by 40 years in the last century and may do so again in the first quarter of this century. It's time to review your firm's longevity assumptions, identify the chinks, and fill them. Here's how.
Investment Advisor September 2005 Dan Danford	The IA Soapbox: Sorry, Bob. They Still Don't Get it There is no such thing as incidental financial advice. Either financial planning is being done properly and in the sole interests of the client (as in fee-only) or it's just being used as a ploy to sell investment products.
Financial Advisor July 2004 Raymond Fazzi	Taking Trust Services To The Limit Some advisors have built a strategy on making a complete transition from registered investment advisor (RIA) to trust company.
Financial Advisor February 2006 Tracey Longo	NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members.
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.
Investment Advisor January 2007 James J. Green	A Legend, Still Striving Successful, veteran financial advisor Lou Stanasolovich's self-deprecation is matched only by his commitment to the profession and his firm. Here's an interview.
Investment Advisor August 2005 Bob Clark	Clark at Large: Why NAPFA Matters Can the future of financial planning really depend on folks who fudge their numbers?
Financial Advisor May 2007 Mary Rowland	Ways For RIAs To Access Insurance As the number of RIAs soars, insurance specialists are designing businesses to serve their clients.
Financial Advisor November 2006 David J. Drucker	Who Needs To Market? The question about marketing isn't just how, it's if. Not every advisor wants to market, nor do they need to market. The need depends on three things: your time in the profession, the rate of growth you desire (if any) and the way you practice.
Investment Advisor August 2006 James J. Green	IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry.
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 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 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 Advisor July 2011 Andrew Gluck	Redefining Financial Advice The fate of professionalization and the FPA hang in the regulatory balance.
Registered Rep. October 29, 2013 David Armstrong	Editor's Letter: November 2013 A common refrain heard at industry conferences and in the trade press is that "the financial services industry suffers from a bad reputation. How can we rebuild client trust?"
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 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...
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 Advisor December 2004 David J. Drucker	Reassigning Clients Offering replacement advisors doesn't have to be a dreaded event. Many advisors have found lots of ways to do it smoothly. Just borrow from their experience and you, too, should be able to devise a system that works for your firm.
Financial Advisor December 2006 Jeff Schlegel	The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation.
Financial Advisor November 2005 David J. Drucker	How to Hire an IT Consultant Using the common-sense advice of these experts, financial advisors should be able to cut several years off their hunt for the right IT consultant.
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.
Investment Advisor July 2008	Group Think The CFP Board has filed a comment letter with the SEC welcoming the Commission's proposal to improve the quality of information that investment advisors must provide to clients and prospective clients.
Financial Advisor June 2006 Tom Lydon	Ten Myths Busted At Tiburon Summit Discussions at the Tenth Tiburon Strategic Advisors CEO Summit helped dismantle myths about investments, boomers and more.
Financial Advisor November 2003 David J. Drucker	Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners.
Investment Advisor April 2007 Michael S. Fischer	Behind the Curtain RIAs and their high-net-worth clients have dramatically increased the use of alternative investments in their portfolios in recent years, and are on track to continue this trend. However, not all advisors, much less their clients, are comfortable with alternatives.
The Motley Fool October 30, 2006 Dan Caplinger	Avoid the Boiler Room Some financial advisors know more about sales than they do about investing. Finding good financial advice is tough. Investors with little or no knowledge about their finances are extremely vulnerable to disreputable professionals.
Investment Advisor July 2010 Robert F. Keane	"NAPFA Is Back," Says Group's Chair Fee-only planners gather in Chicago and announce new leadership
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.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
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.
Financial Advisor December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
Financial Advisor October 2007 Mary Rowland	It's A Start Insurance companies are beginning to give fee-only advisors, and their clients, the kind of lower-cost policies they've long sought.
Registered Rep. December 1, 2006 Anne Field	The Metamorphosis If you are ready to go out on your own as a registered investment advisor, you're likely to encounter a host of tricky problems and stumbling blocks. Here's a look at five of those problems and what you can do about them.
Financial Planning October 1, 2006 Elizabeth O'Brien	The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs.
Registered Rep. November 10, 2010 Diana Britton	Advisor Appetite For Absolute Return Growing While growing, advisors surveyed still largely view absolute return as a satellite holding, with only 16 percent viewing it as a core holding.
Investment Advisor January 2008 Kathleen M. McBride	Built to Last Although their strategies vary, Rob Arnott and his investment advisor peers are hewing to a long-term focus on fundamentals, valuations, costs, and taxes.
Financial Advisor July 2006 Tracey Longo	Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession.
Financial Advisor December 2007	Advisor Emporium Two Firms Target Fee-Only Advisors... Arrow Launches New Fund... HardAssetsInvestor.com Offers New Tools... PowerShares Offers New Bond Portfolios... etc.
Financial Advisor September 2012 Eric Rasmussen	Absolute Tonic Water? Fund firms are offering an apple to investors: absolute positive returns.
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.
Investment Advisor January 2009 Kara P. Stapleton	Group Think News from the CFP and FPA.
Financial Advisor November 2008 Gail Liberman	War Breaks Out For Wirehouse Brokers The economic crisis on Wall Street, among many other things, is causing wirehouse brokers to reconsider the value proposition offered by the giant financial service firms.
Financial Advisor April 2007	Frontline News Longtime Partners Sue Each Other In Multimillion Lawsuit... CFP Board Revises Ethics Proposal... LPL Keeps On Growing... Americans Saving Marginally More... etc.