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Financial Advisor April 2008 David Drucker	Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession?
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.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
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.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Financial Planning February 1, 2010 Donna Mitchell	The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans.
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 Advisor February 2007 Roy Dilberto	Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship.
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.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust -- Part 1 Though Bernard Madoff was carted off to jail, he still casts a long shadow over the financial advisory community and advisor/client relationships.
Financial Advisor June 2004	Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion...
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 October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Financial Advisor June 2006 David J. Drucker	Lawyers: New Competitors? First it was CPAs; now it's attorneys. Are they really practicing financial planning?
Financial Planning September 1, 2008 Bob Veres	Power Plays The recent Financial Planners Association luncheon allowed attendees to voice their concerns to a panel that included newly installed CFP Board CEO Kevin Keller.
Financial Advisor February 2007 Ray Fazzi	Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise.
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 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 March 1, 2011 Donna Mitchell	Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession.
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.
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.
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 February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
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 Planning October 1, 2006 Elizabeth O'Brien	The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs.
Financial Advisor October 2007 Richard B. Wagner	Financial Planning As A Learned Profession The notion that financial planning might explore its potentialities does not mean that every financial planner must become a scholar any more than every doctor must become a research scientist. Being a part of a profession means every member must master its basic craft.
Investment Advisor May 2006 Bob Clark	Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell.
Financial Planning August 1, 2008 David A. Twibell	House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Financial Planning October 1, 2010 Bob Veres	What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation.
Investment Advisor December 2006 Bob Clark	Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession.
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 November 1, 2012 Craig Pfeiffer	Developing New Talent: Better Approach Needed for Training Advisors The profession needs a new training model that attracts and develops the next generation of advisors.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Investment Advisor August 2009 Philip Palaveev	The Palaveev Manifesto The natural state of a true investment advisory firm is a privately owned partnership that is fully controlled by the professionals who are actively involved in the delivery of advice to clients.
Investment Advisor August 2006 Bob Clark	Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification.
Investment Advisor August 2005 James A. Barnash	Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry.
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 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?
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.
Financial Planning October 1, 2012 Bob Veres	Financial Planning for Everyone, Regardless of Income Financial planners should learn to try and embrace all potential clients, not just the wealthy ones
Financial Advisor May 2005 Rebecca Pomering	How To Be A Good Boss Nourishing successful employees will help you business to succeed. Here are ten strategies to help you cultivate your employees.
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?
Investment Advisor March 2010	GroupThink News from RIIA, IAA, MSRB, and the CFP Board.
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 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.
Investment Advisor April 2008 Susan Bradley	E Pluribus Unum When clients have a sudden change in their money situation, collaboration among their advisors is crucial.
Investment Advisor September 2005 Angela Herbers	The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear.
Financial Advisor March 2004	Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc.