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Financial Planning
October 1, 2011
Scott Wenger
Due Influence The winners and runners-up of this year's Financial Planning Influencer Awards (p. 66) are proof that the industry is awash in innovative ideas to attract clients, build - and protect - client assets and practice profits, and guide the careers of younger advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
January 5, 2008
Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry. mark for My Articles similar articles
Financial Advisor
January 2005
Eva Marer
Progress In The Profession Margaret Chow Stanner is one of the women who blazed a trail in the financial advisory field that others are now following. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 1, 2006
Marshall Eckblad
What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out. mark for My Articles similar articles
Investment Advisor
May 2007
The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc. mark for My Articles similar articles
Financial Advisor
March 2008
David J. Drucker
Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
February 1, 2013
Dave Grant
Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2006
Jeff Schlegel
The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
October 2, 2007
Suzanne McGee
Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties. mark for My Articles similar articles
Registered Rep.
January 20, 2011
Diana Britton
Young Fee-Only Planners Get a Foot in the Door David Grant recognized a need to focus on fee-only careers for people in their 20s and early 30s in particular, as people in this age range were getting sidelined. mark for My Articles similar articles
Financial Advisor
May 2012
Karen DeMasters
Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place. mark for My Articles similar articles
Financial Planning
January 1, 2009
Bierck & Schultz
Movers and Shakers 2009 Change, both evolutionary and revolutionary, is the main theme on the 2009 financial industries calendar. Read this publication's choices for the movers and shakers of 2009. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
December 2010
Jeff Schlegel
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? mark for My Articles similar articles
Financial Advisor
September 2007
Frontline News States Reevaluating Who Should Be Licensed... CFP Board Awards Grants to Eight Projects... FPA Recognizes Outstanding... Western Bank Buys Shine Investment Advisory... Outcry Over Sallie Mae and Private Equity... Virtual Experience... 401(k) Balances on the Upswing... mark for My Articles similar articles
Financial Planning
July 1, 2008
Jim Grote
The Matchmaker A financial planner proposes a merger to a large regional accounting firm. Read on to hear how their marriage is working out. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
November 1, 2011
Danielle Reed
Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs. mark for My Articles similar articles
Registered Rep.
May 20, 2011
Diana Britton
NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
August 1, 2013
Ann Marsh
New Risks For Advisors? A recent CFP Board sanction highlights the challenge for planners in identifying where they stand amid the range of compensation models. mark for My Articles similar articles
Financial Planning
August 1, 2012
Dave Grant
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2012
Jeff Schlegel
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses. mark for My Articles similar articles
Investment Advisor
May 2006
Bob Clark
Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell. mark for My Articles similar articles
Investment Advisor
April 2008
James J. Green
Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients. mark for My Articles similar articles
Financial Planning
May 1, 2010
Bob Veres
A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2007
Andy Gluck
Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc. mark for My Articles similar articles
Financial Advisor
April 2004
Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All... Securities America Tests New Transition Options... Award Established To Honor Viragh... etc. mark for My Articles similar articles
Financial Planning
January 1, 2007
Elizabeth O'Brien
The Other Diversification Financial planners take steps to increase minority participation in the industry. mark for My Articles similar articles
Financial Planning
August 1, 2012
Donald Jay Korn
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. mark for My Articles similar articles
Financial Planning
November 1, 2012
Elson et al.
Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot... mark for My Articles similar articles
Financial Planning
February 1, 2010
Donna Mitchell
The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans. mark for My Articles similar articles
Investment Advisor
November 2006
Bob Clark
Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers. mark for My Articles similar articles
On Wall Street
January 1, 2013
Elizabeth Wine
10 Power Players for 2013 On Wall Street profiles the most influential personalities in the advisory industry this year. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2008
Eric Rasmussen
Rending Fences For more than 20 years, advisor Kathleen Miller has been helping women (and men) from riven marriages figure out a rational way to put their financial houses back in order. mark for My Articles similar articles
Investment Advisor
February 2009
The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future. mark for My Articles similar articles