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Financial Planning September 1, 2009 Carl Richards	What We Learned from the Market Collapse Finance experts and other observers offer their take on the market crisis.
Financial Planning November 1, 2008 Jeanne Lee & Marion Asnes	Markets Under Siege Now that familiar Wall Street landmarks are gone, advisors are trying to determine what the new, brutal market environment will mean for their businesses, what may happen next and how it might affect their client relationships.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Investment Advisor January 2009 James J. Green	First Responder Advisors are on the front lines of the financial crisis with their clients and colleagues. Olivia Mellan explains how you can stay calm and centered to their benefit, and to yours.
Investment Advisor July 2010 Bob Clark	Clark At Large: Done Deal Even without a mandated fiduciary duty for all who give advice, the cat's out of the bag.
Financial Planning April 1, 2013 Bob Veres	Top 10 Advisor Worries Planners report that these worries and uncertainties dominate their thoughts about the profession.
Financial Planning October 2, 2007 Michael Dubis	The Fiduciary Test As a financial planner, are you really on your clients' side? Ask yourself some of these tough questions.
Financial Planning February 1, 2008 Bob Veres	Death by Regulation The financial planning profession is about to fight for its survival against well-funded opponents. Here are some possible outcomes.
Financial Planning March 1, 2012 Bob Veres	Success Really Has Three C's At least 20% of the people who are presented with your fees should object or squirm; ideally the percentage should be even higher. Otherwise, you aren't charging enough, and the planning profession as a whole is being cheapened.
Financial Planning July 1, 2010 Marie Swift	What Have You Done For Me Lately? Do your clients understand the true value of what you do? Your best defense may be to make sure that you're articulating the value of the various services you perform.
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 July 1, 2010 Marion Asnes	Envestnet's Fiduciary Opportunity Bill Crager, president of Envestnet, is not going to wait for Washington to figure out the fate of the fiduciary standard. The way he sees it, the market has already spoken.
Financial Planning June 1, 2009 Richard "Mac" Hisey	"Other" Crises Whether because of job loss, divorce, long-term illness or the death of a spouse, your clients regularly deal with crises that throw their personal lives into a tailspin and, potentially, their finances into disarray
Financial Advisor December 2008 Evan Simonoff	Expect A Showdown When the dust from this protracted financial crisis settles sometime in 2009, the demand for independent, objective advice is likely to be stronger than ever.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
Investment Advisor February 2009 James J. Green	Future Shock, Under Control Many advisory firms are thriving despite the roaring bear market and deepening recession.
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 2010	Thirty for Thirty Our list of the 30 most influential individuals in and around the planning profession over the last three decades.
Financial Advisor January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
Financial Planning April 1, 2012 Bob Veres	21st Century Regulation What is the best way to regulate fiduciary RIAs? How best can we identify and weed out bad apples and better protect consumers in the process?
Financial Planning January 1, 2009 Bob Veres	The Road Ahead The publisher of InsideInformation recaps his accomplishments of the past year, and looks ahead to 2009.
Financial Advisor May 2010 Andrew Gluck	Private Equity Pitfalls Few advisors possess the resources required to research these deals.
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.
Investment Advisor September 2005 Bob Clark	Clark at Large: Can't Tell a Book... For all its flaws, Mark Hurley's new treatise, Back to the Future: The Continuing Evolution of the Advisory Business, offers advisors some valuable insights.
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 April 1, 2010 Bob Veres	Deja Vu All Over Again Down times are a great time to build a practice -- a time when professional financial advice can make a real, substantive difference in peoples' lives.
Financial Advisor December 2009 David Lawrence	Standards Of Care Fiduciary concepts are having a bigger impact on the financial services industry and your practice.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
Financial Advisor May 2005 Shaw-Grove & Prince	Taking the Pulse of Affluent Investors A recent survey reveals that millionaire investors have changed their thinking over the past four years and have lost faith in their financial advisors.
Registered Rep. June 30, 2010 Christina Mucciolo	Clients, though Mostly Satisfied, in the Dark about FA Fees, Says Study Overall advisors and investors are still confused about what the advisors' fiduciary responsibility is exactly.
On Wall Street July 1, 2009 Helen Kearney	The 'F' Word Stirs Up Controversy Advisors who fall under the new fiduciary standard, namely investment advisors who run a fee-based business, must always put clients' interests before of their own.
On Wall Street September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Financial Planning May 1, 2010 Bob Veres	In Their Own Words A fiduciary standard would be an important and powerful protection for the American consumer, and a giant step forward in the evolution of the financial advisory profession.
On Wall Street July 1, 2010 Frances A. McMorris	Confusion Reigns Among Wirehouse Advisors On The Fiduciary Issue With all the frenzy over the call for a universal fiduciary standard for all financial and investment advisors, it appears that those in the wirehouses don't really understand the debate.
Investment Advisor April 1, 2011 Steve Luckenbach	The Path to Authentic Client Service Advisors must 'serve,' not 'sell' in order to regain investors' trust and elevate their perceptions of the financial services industry
Financial Planning January 1, 2012 Bob Veres	True Cost of Tactical Management Investment companies are going to be facing very different selection criteria than in the past.
Financial Planning November 1, 2009 Donald B. Trone	Restoring Trust Fiduciary responsibility is based on trust, whether it is formally and legally defined or simply conveyed by the level of confidence one party has in another.
Financial Planning June 1, 2008 Bob Veres	The Plan This is an interim report on the market share erosion experienced by our Wirehouse ("Member") firms versus "fiduciary" and "consumer-focused" financial planners.
Financial Advisor July 2004 Tracey Longo	Can Prudent Practices Save Your Business? A new booklet outlines the steps fiduciaries should follow. Ignore the book at your own peril: It's already been used decisively in two lawsuits against advisors.
Investment Advisor January 2009 James J. Green	What to Do Now? When you're in the middle of a crisis, by definition it's difficult to plan ahead to avoid the next crisis, but that's exactly what the smart, growing, most profitable advisors tend to do.
Investment Advisor June 2008 Mark Tibergien	Truth and Consequence Are more regulations for the financial services sector really needed, or just better enforcement of what's now on the book?
Investment Advisor January 2009 Bob Clark	Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional.
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 Advisor February 2010 Sherri Scordo	Frontline News Financial Services News: Branch Managers Break Away To Independence... Call For Fiduciary Standard Unites Disparate Forces (Sort Of)... Independent Contractor Status Under Review... Retirement Planning Industry To Be A Top Performer In New Decade... more...
Financial Planning October 1, 2009 Donald B. Trone	Born to Lead What are leadership chracteristics unique to the role of financial advisor?
Financial Advisor January 2009 Richard B. Wagner	From Here To Where? The financial crisis should make us reconsider our fundamental vision of an advisor's role."If I'd asked my customers what they wanted, they'd have said a faster horse." -- Henry Ford
Investment Advisor November 16, 2010 Olivia Mellan	Future Imperfect Six pioneering advisors and observers present a likely view of the essentially unknowable. I asked several well-respected thinkers and planners about the most significant challenges that financial advisors will face.
On Wall Street October 1, 2008 Larry Silver	Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio..
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?
Investment Advisor November 2009 Lewis Schiff	The Affluentialist: Reading Your Clients A key differentiator between financial advisors who help their client achieve positive returns and those who help their clients achieve superior returns is moral and emotional competency.