| Similar Articles |
|---|
 |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA.   |
Financial Planning
August 1, 2006
Donald Jay Korn |
Daunted by Designations? As the number of expert designations heads toward triple digits, financial planners must decide which -- if any -- they really need. |
Investment Advisor
September 2007 |
Upgrades The Investment Management Consultants Association, Inc. is offering a new designation -- the Chartered Private Wealth Advisor or CPWA. |
Investment Advisor
September 2009
Marlene Y. Satter |
Insurance Update: An Asset to Planning According to the American Association for Long-Term Care Insurance, asset-based LTC insurance is on the rise. |
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
December 2007 |
The Certification Advantage Many different designations have been designed to aid advisors in servicing elderly clients correctly. Read on about three common certifications. |
Investment Advisor
September 2006 |
Retirement Planning: Behind the Numbers Retirement planning is slowly evolving into a multidisciplinary field that includes not only accumulating assets for retirement and managing/protecting them within retirement, but also integrating retirement as a key transition in life. |
Financial Planning
April 1, 2006
Ed McCarthy |
Critical Coverage Even the best-tended assets are at risk when clients suffer from extended illness or injury. Here's how financial planners are protecting them. |
Financial Planning
September 1, 2006
Roy C. Goldberg |
A New Take on Long-Term Care Advisors too often try to sell LTC insurance by scaring their clients to get their attention. Instead, we could better present the insurance as a risk management tool, a part of their overall financial plan to secure their retirement income and protect their estate planning distribution plans. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Investment Advisor
November 17, 2010
Marlene Y. Satter |
Special Needs, Special Designation If your clients have special needs children, you might want to consider this in the future |
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. |
Financial Planning
October 1, 2005
Kathy Gevlin |
White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years. |
Registered Rep.
May 1, 2004
John Churchill |
Helping Advisors Cope with Aging, (Their Clients) Reps now have another designation to pin to their names. The American College of Bryn Mawr, PA has unveiled its newest specializaion: Chartered Advisor for Senior Living (CASL). |
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. |
Registered Rep.
April 1, 2007 |
When Achievement is Bull State regulators are moving to ban certain designations from marketing materials to better protect seniors. Financial advisors using senior designations to con seniors are often caught too late. |
The Motley Fool
June 19, 2007
Dan Caplinger |
What You Need to Retire You know you want to retire. But how are you going to get there? Having a solid plan is crucial. It's as simple as 1-2-3. |
Investment Advisor
April 2007
James J. Green |
News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc. |
Financial Advisor
May 2007
Tracey Longo |
Unfulfilled Promises? With LTC insurance sales down in 2006, here's what some financial planners are doing to pick up the pace. |
The Motley Fool
June 15, 2006
Robert Brokamp |
Great Career = Great Retirement Forget stocks and bonds -- your biggest asset is the one you sleep with every night. It may seem like a contradiction, but the better you are at working, the more likely you'll be able to stop. |
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. |
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. |
Financial Planning
November 1, 2007
Kathy Gevlin |
How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant. |
The Motley Fool
April 20, 2005
Dayana Yochim |
Marry for Looks and Spend Frivolously Retirement is about indulging your dreams. Plan smart and you can spend it any way you want to. |
Registered Rep.
October 1, 2007 |
Serving Your Clients' Long-Term Interests You don't need a crystal ball to predict the increased need of long-term care, especially in one's later years. |
Financial Planning
July 1, 2009
Gail Buckner |
An Old Friend One of the most important ways advisors can assist their clients in preparing for retirement is by helping them change their mind-set about Social Security. |
Investment Advisor
December 2006 |
The Retirement Education Revolution As more planners look to serve the baby boomer generation, they are beginning to integrate retirement education into their financial planning practices through workshops, newsletters, content on their Web sites, and free consultations. |
Job Journal
April 25, 2004
Michael Kinsman |
Career Pros: No Rush to Retire Why major corporations are working hard to recruit older workers. |
The Motley Fool
July 31, 2007
Chuck Saletta |
Are You Ignoring Free Money? Can you be enticed to contribute to your 401(k)? If your employer is offering to match your contribution, don't ignore this free money towards your retirement. |
Financial Planning
April 1, 2005
Jeffrey H. Rattiner |
Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how. |
Financial Planning
December 1, 2005
Kathy Gevlin |
See Dick and Jane Retire...Without the Right Plan As baby boomers approach retirement, studies show a large majority of them are inadequately prepared for the financial planning challenges. Now's the time for planners to retool their retirement offerings to better meet consumers' needs. |
Investment Advisor
April 2009
Melanie Waddell |
Retirement News & Products The latest on retirement. President Obama's 2010 budget includes initiatives to expand retirement savings by including automatic individual retirement accounts (IRAs) and an expanded Saver's Credit for retirement savings contributions. |
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. |
The Motley Fool
March 12, 2008
Chuck Saletta |
The Biggest Barrier Between You and Retirement If you've dug yourself into a hole, stop digging. Any debt you owe is standing between you and your retirement. |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
White Paper: Consumers are increasingly anxious about their financial futures. Even so, many overestimate how long they can keep working and how much money they'll need in retirement. Financial services firms haven't adeqately addressed the challenges facing baby boomers. |
Registered Rep.
April 13, 2012
Mark Miller |
A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care. |
Investment Advisor
September 2005
Kathleen M. McBride |
Building a Brilliant Career Larry Barton of The American College offers words of wisdom on how to be a successful financial advisor. |
Investment Advisor
August 2008
Kara P. Stapleton |
Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement. |
Investment Advisor
September 2005
Melanie Waddell |
The Care Calculation Sales are down and premiums are up for long-term care insurance, but the cost of long-term care continues its steep increase. Advisors need to learn more about this product and discuss it with clients. |
Investment Advisor
July 2010
Melanie Waddell |
Retirement Planning: News & Products A new report by has found that practices are experiencing significant growth in serving retirement income clients as planners, brokers, and RIAs express heightened concern with managing investment risk for these investors. |
