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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 Planning
November 1, 2012
Elson et al. |
Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot... |
Financial Advisor
August 2010
Roy Diliberto |
An Elusive Profession Work still needs to be done so that clients, regulators and the media view and understand us for what we -- financial planners -- are. |
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. |
Financial Advisor
November 2012
Karen DeMasters |
CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards. |
Investment Advisor
November 2006
Bob Clark |
Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers. |
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'. |
The Motley Fool
January 15, 2004 |
Need a CFP? Tips on getting money advice and a solid financial plan without pain. |
Registered Rep.
March 1, 2008
Matt Oechsli |
Ph.D. In Sales Required People often neglect to factor in the importance of sales skills to the financial advisory-job market. |
Financial Planning
November 1, 2011
Danielle Reed |
Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs. |
Investment Advisor
February 2010 |
Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past. |
Registered Rep.
December 4, 2014
Diana Britton |
Investors Prefer Holistic Advice, CFP Board Says Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life. |
Investment Advisor
August 2007 |
Statement Doesn't Carry Water The Carry Trade... Bob, You're So Wrong... Bob, You're So Right... |
Financial Planning
June 1, 2005
Ed McCarthy |
Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler. |
Investment Advisor
September 2008
Steve Moore |
Less Is More To become a wealth manager, you may want to start with fewer clients. |
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. |
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. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
Investment Advisor
June 2007 |
Fiduciary First of All Letters to the editor: Doing the Fiduciary Wiggle... Corrections... etc. |
Financial Planning
March 1, 2011
Temma Ehrenfeld |
Poised for Success Sheryl Clark works three days a week from home as a member of the Alliance of Cambridge Advisors. |
Investment Advisor
January 2010
Tere D'Amato |
Evaluating Financial Aid Consultants Here are some questions clients should ask before writing a check to a consultant. |
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?... |
Investment Advisor
February 2010 |
So You Want to Have a Profession? Bob Clark presents the following five standards that will clearly and unambiguously define a new profession of Independent Financial Advisors. |
Investment Advisor
March 2006 |
Letters: Don't Knock Mutual Funds Letters to the Editor: Far From Fossilized... No One Does It Better... What's The Story With This Guy, Anyway?... |
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
May 2008 |
Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray... |
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.
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. |
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 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. |
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. |
Registered Rep.
August 17, 2011
Jerry Gleeson |
CFP Registrations Spike Ahead of New Course Mandate The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour "capstone" course, starting next year, before being allowed to sit for the certification exam. |
Registered Rep.
April 23, 2014
David Armstrong |
Editor's Letter: May 2014 The CFP Board's refusal to recognize problems doesn't bode well for the future of an organization that continues to play a vital role. |
Financial Planning
August 1, 2007
David E. Adler |
Quest for Knowledge Continuing education is a must for financial planners trying to stay ahead of the client curve. A look at CE trends and current requirements will help you chart your course. |
Financial Advisor
March 2004
Gregory Bresiger |
One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes |
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. |
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? |
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 Advisor
March 2004
Herbert K. Daroff |
Call Plans Coordinated, Not Comprehensive "Comprehensive" is a dangerous word in a litigious society. |
Financial Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
Financial Advisor
February 2007
Ray Fazzi |
Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise. |
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. |
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. |
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 Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Financial Advisor
May 2012
Karen DeMasters |
Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place. |
Financial Planning
May 1, 2012
Fernandez et al. |
Hot Topics Advisors use more variable annuities... Many investors, especially younger earners, neglect retirement accounts... CFP Board changes bankruptcy, disciplinary procedures... |
Investment Advisor
January 2010
Olivia Mellan |
Who Owns Whom? Do we own our stuff, or vice versa? Advisors deal with this issue for clients. |
Investment Advisor
April 2006
Ryan G. Murphy |
Four Planners Who Get It: Tom Belisari Planning for Everyone: This advisor's philosophy is simple: there is no account too small to manage, and retirement planning should have started yesterday. |
