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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.
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.
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.
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 Advisor February 2007 Ray Fazzi	Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise.
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 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.
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.
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
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 November 1, 2011 Danielle Reed	Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs.
Financial Planning April 1, 2013 Dave Grant	Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around.
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 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.
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.
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.
Financial Planning November 1, 2012 Ann Marsh	25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors.
Financial Planning November 1, 2012 Scott Wenger	Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors
Financial Advisor November 2012 Karen DeMasters	FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing.
Financial Advisor November 2012 Karen DeMasters	CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards.
Investment Advisor May 2006 Angie Herbers	The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.
Financial Advisor December 2009 Mitch Anthony	The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession.
HHMI Bulletin Fall 2012	HHMI Awards $50 Million to Colleges Forty-seven small colleges and universities have accepted a challenge: to create more engaging science classes, bring real-world research experiences to students, and increase the diversity of students who study science.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
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 August 2005 Bob Clark	Clark at Large: Why NAPFA Matters Can the future of financial planning really depend on folks who fudge their numbers?
Registered Rep. October 23, 2006 John Churchill	Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference.
Financial Advisor February 2012 Jim McConville	CFP Online The whole world seems to be moving online, including programs to earn the certified financial planner designation.
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 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 June 2004	Letters To The Editor Advisors Should Evaluate Annuities... Clearing Up Confusion...
Financial Planning December 1, 2012 Kenneth Corbin	Raising the CFP Profile: CEO Kevin Keller Discusses Enforcement CFP Board CEO Kevin Keller talks about enforcing the fiduciary standard and building the image of the profession.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Advisor April 2004 David Diesslin	CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards.
Investment Advisor September 2007 Kara P. Stapleton	For Young and Old Alike The Financial Planning Association and the NexGen community co-hosted the second annual NexGen Conference for the profession's future leaders.
Financial Advisor December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
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.
Financial Planning May 1, 2012 Mason Braswell	Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously.
Financial Advisor June 2012 Jim McConville	Napfa Elects New Chair, Launches Web Sites The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group.
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.
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 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 September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Advisor August 2009 Karen DeMasters	The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.
Registered Rep. January 1, 2007 John Churchill	60 Seconds with...Nick Nicolette (FPA President, 2007) An interview with the Sterling Financial Planning principal and new president of the Financial Planning Association.
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 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.
Registered Rep. March 18, 2010 Jerry Gleeson	New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain.
Registered Rep. May 19, 2011 Diana Britton	NAPFA Announces Rebranding Campaign, Plans to Become Leader in Financial Planning The fee-only business has evolved from what it was 10 years ago, and it was time for NAPFA to reflect that change in the business or it would risk becoming irrelevant.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.