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Investment Advisor
November 2009 |
GroupThink Association news: A new universal standard of care to broker/dealers is urged... The Financial Planning Association and Janus Capital Group Inc. announced the winners of the 2009 Financial Frontiers Awards...   |
Financial Planning
November 1, 2010
Marion Asnes |
The Influencers Please join me in a heartfelt congratulations to all of our 2010 Financial Planning Influencer Award winners. We hope to award you next year. |
Investment Advisor
December 2007 |
Group Think The Financial Planning Association and Janus announced the 2008 deadlines for entries for the Financial Frontiers Awards... Management consulting firm kasina has released the winners of its 9th annual Top 10 Financial Intermediary Web sites... etc. |
Investment Advisor
December 2009
Melanie Waddell |
Retirement Planning: Income Plans, Merrill Style Service links Bank of America deposit accounts with Merrill Lynch cash management accounts. |
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. |
Investment Advisor
November 2006
Kara Stapleton |
Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public. |
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. |
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. |
Investment Advisor
September 2008 |
Retirement News & Products Women continue to be less prepared for retirement than men... New York Life Insurance and Annuity Corporation launches a fixed deferred annuity product... AXA Equitable Life Insurance Company launches a Web site -- My Retirement Shop... Stephen Mitchell named COO of the RIIA... |
Registered Rep.
February 1, 2003
Will Leitch |
The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum. |
Registered Rep.
October 22, 2002
Rick Weinberg |
Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors. |
Investment Advisor
March 2010
James J. Green |
Merrill Discovers Retirement It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and is moving to better position its army of financial advisors to compete in the space. |
Registered Rep.
April 1, 2005
Will Leitch |
Boomers Reject Their Parents Merrill Lynch is taking a radical new look at how retirement and baby boomers are perceived --- and it could change the way their advisors structure their retirement businesses. |
Registered Rep.
August 1, 2006 |
Comings & Goings Janus Capital Group has made Eric Hargens, former executive at Van Kampen Funds, its divisional sales manager... Merrill Lynch signed on 12 Piper Jaffray advisors... etc. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
Investment Advisor
January 2009
Kara P. Stapleton |
Group Think News from the CFP and FPA. |
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. |
Investment Advisor
January 2006
Melanie Waddell |
Retirement Plan Advisor: The Income Conundrum To address retirees' income issue head on, financial services executives have joined up to launch a new trade group, the Retirement Income Industry Association (RIIA). |
Investment Advisor
April 2006
Melanie Waddell |
Catch Up How financial advisors can meet the challenge of keeping pace with their clients' retirement needs in a changing world. |
On Wall Street
January 1, 2010
Matthew Leung |
Getting Retirement Portfolios Back on Track Previous assumptions about asset allocation, diversification and the appropriate levels of risk in portfolios are being challenged. |
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... |
Financial Planning
January 1, 2005 |
Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc. |
Investment Advisor
September 2007 |
Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc. |
Investment Advisor
August 2007 |
Group Think The Financial Planning Association named E. Denby Brandon as the recipient of the 2007 P. Kemp Fain Jr. Award... The CFP Board has invited the public to attend a free Financial Planning Clinic... 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
July 2005 |
Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... 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
May 2007
Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future. |
Investment Advisor
March 2010
Melanie Waddell |
Cover Story: Custom Job All signs point to 2010 as the year in which many substantive retirement planning reforms will either be cemented or set into motion by Congress and the Obama Administration. |
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. |
Financial Planning
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
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
September 1, 2007
Jim Grote |
What Retirement Means Now To your affluent clients, retirement anxiety has as much to do with emotional issues as financial ones. The newest thinking adds human capital, everything from earning capacity to feelings of personal satisfaction, to the funding equation. |
CRM
April 2005 |
The 2005 CRM Service Awards: Introduction A preview of CRM Service Awards recognizing excellence in customer service. |
Investment Advisor
April 2008 |
Group Think The American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award... The Financial Planning Association is currently accepting nominations for its 2009 Board of Directors... |
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
December 2003 |
Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director. |
Registered Rep.
February 24, 2005
Will Leitch |
Merrill Unveils New Way to Think about Retirement A new study from Merrill Lynch asserts that the oft-predicted baby boomer retirement crisis will be a nonevent for one important reason: Most boomers plan to work during their so-called "retirement years." |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
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? |
Investment Advisor
June 2006
Megan L.F. Robert |
Retirement Planning: Retirement Advisor Profile Financial institutions are looking at retirement planning as a business opportunity and trying to see how it fits together with their overall business. |
Financial Advisor
December 2004 |
Frontline News Economics, Not Politics, To Challenge Bush Agenda... Moisand Named FPA President-Elect... Public Believes Rules Are The Same For RIAs, Brokers... Many Retirees Are Insecure About Finances, Says Study... etc. |
Registered Rep.
December 1, 2005
Kevin Burke |
The New Face of Janus For now, the company appears to be making all the right moves but it's too soon to be calling it a comeback. Here is a list of the top five advisor-sold Janus funds based on trailing one-year returns. |
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. |
Registered Rep.
January 31, 2011
Charles Paikert |
Women Less Confident About Retirement; Younger Investors More Conservative Only one-third of affluent women had full confidence in their ability to meet their long-term financial goals, compared to half of their male counterparts. |
Registered Rep.
June 26, 2015
Mark Miller |
When Retirement Comes Early Planners need to consider a range of more practical questions with clients weighing an early retirement. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Bank Systems & Technology
November 30, 2003
Cynthia Ramsaran |
BankOne Awards Top IT Suppliers Bank debuts award ceremony to honor solution providers for outstanding performance. |
Investment Advisor
December 2006
James J. Green |
The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show. |
