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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
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
May 1, 2007
Jim Grote |
Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum. |
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. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
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
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
Financial Advisor
July 2011
Jeff Schlegel |
The Coming Retirement Wave Are Americans financially prepared for life after work? |
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. |
Investment Advisor
October 2009
Lewis Schiff |
The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice. |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Job Journal
August 24, 2003
Julia Hollister |
Careers in Finance Explore the world of finance, and you may find an offer you can't refuse |
Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. |
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. |
Registered Rep.
March 1, 2003
Anne Field |
Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service. |
Financial Planning
March 1, 2008
Elizabeth O'Brien |
Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition. |
Financial Advisor
November 2007
Karen DeMasters |
Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice. |
Financial Planning
May 1, 2005
Suzanne McGee |
Confronting the Overspending Client One of the hardest things to say to a client is, "You're spending too much." Here's how thoughtful planners handle the conversation. |
Financial Planning
August 1, 2009
David E. Adler |
Mom, Apple Pie & Financial Education How can advisors actually improve their clients' financial literacy, so they can make more informed and productive choices? |
Financial Planning
July 1, 2012
Ann Marsh |
Think Small to Land Big Advising clients about their small businesses is not for the control freak, the timid or the egocentric. But for planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences - financially and emotionally - of their careers. |
Financial Planning
September 1, 2011
Martin Shenkman |
Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team? |
Financial Planning
June 1, 2011
Pamela Christensen |
Pre-Planning Advice Today's difficult economy has boosted demand for budget coaching, which means there's a huge underserved population looking for the kind of help not normally found on our profession's service menu. Here's how planners can fill the void. |
Financial Planning
March 1, 2013
Ann Marsh |
Planning 2023: 12 Trends to Watch Here's what to expect from the financial advice profession and your clients. Trends to watch include discussion of data security, artificial intelligence, and the evolution of crowdfunding. |
Financial Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
Financial Advisor
September 2008
Mike Sheets |
Satisfying Your Self-Made Clients Some of the most challenging clients to help transition into retirement are business owners or career professionals who have had some success managing their own money during their working years. |
Financial Planning
August 1, 2006
Suzanne McGee |
Yours, Mine & Ours Blended families can resemble the Brady bunch -- or the battling Carringtons of Dynasty. Creative financial planners can keep money from stirring up conflict. |
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
September 2005
Joni Youngwirth |
Draw Up a Plan Financial planners work with retirees every day. But, due to the changing face of retirement, when it comes to planning their own retirements, they may be as befuddled as their clients. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Financial Planning
February 1, 2007
Sherrill St. Germain |
Your Client's New Career Rather than retire, more and more clients want to downshift into more satisfying, if less lucrative, jobs. Those planners who are willing to rethink some long-held assumptions will be well positioned to counsel these clients through this challenging but rewarding journey. |
Financial Planning
September 1, 2011
Jim Grote |
The Talmud Strategy Roger Gibson follows this strategy: "Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve." So it is written in the Talmud |
Financial Planning
October 30, 2006
Elizabeth O'Brien |
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning. |
Investment Advisor
May 2006 |
Making the Future Happen The 25 most influential people in and around the investment advisory profession: Ron Roge... Dick Averitt... Tony Batman... Ben Bernanke... etc. |
Financial Advisor
June 2005
Roy Diliberto & Mitch Anthony |
A Practice You Can Live With Don't let your financial advisory business become your master. |
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. |
The Motley Fool
May 12, 2005
Glen Kenney |
Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner. |
Financial Advisor
April 2004
Raymond Fazzi |
Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge. |
Financial Planning
September 1, 2012
Ann Marsh |
John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners. |
Financial Advisor
April 1, 2010 |
Frontline News Advisor news: Is Your Client's Private Info Secure?... Hybrid Brokerages Shine Light On New Space... CFP Aspirants Need A Plan... Wanted: Silver Bullet For Retirement Income... more... |
Financial Planning
December 1, 2006
Marshall Eckblad |
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look. |
Financial Planning
July 1, 2008
Donald Jay Korn |
You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable. |
Financial Planning
August 1, 2009
Deena Katz |
Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product. |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
Financial Planning
September 1, 2005
Donald Jay Korn |
The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management. |
Financial Advisor
July 2005 |
Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience... |
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. |
Financial Advisor
June 2009
Roy Diliberto |
Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees. |
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. |
Financial Planning
September 1, 2012
Scott Wenger |
Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions |
The Motley Fool
April 20, 2010
Dayana Yochim |
The First Step to Financial Happiness It's best to line up your trusted advisors before emergency strikes. |
