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Financial Planning
August 1, 2013
Scott Wenger
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners mark for My Articles similar articles
Financial Planning
October 1, 2012
Scott Wenger
Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem. mark for My Articles similar articles
Financial Planning
April 1, 2013
Scott Wenger
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value mark for My Articles similar articles
Financial Planning
August 1, 2011
Jim Grote
Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Planning
August 1, 2012
Ann Marsh
Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life mark for My Articles similar articles
Financial Planning
June 1, 2012
Dave Grant
To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population. mark for My Articles similar articles
Financial Planning
February 1, 2012
Scott Wenger
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes. mark for My Articles similar articles
Investment Advisor
September 2007
Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc. mark for My Articles similar articles
Financial Advisor
August 2006
Tracey Longo
Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states. mark for My Articles similar articles
Financial Planning
December 1, 2012
Bob Veres
Defining 'Real' Planning: Who Are The Real Financial Planners? If you re not doing the hard work of developing detailed plans for your clients, maybe you need a new job description. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Need a CFP? Tips on getting money advice and a solid financial plan without pain. mark for My Articles similar articles
Financial Planning
October 1, 2013
Suzanne Sataline
One Year After Sandy, Lessons for Advisors A year after Sandy, advisors say they learned to help clients by becoming experts on small business, insurance - even home repair. mark for My Articles similar articles
Financial Advisor
September 2005
Bruce W. Fraser
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. 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 Planning
June 1, 2012
Bob Veres
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning. 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
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
Financial Planning
July 1, 2012
Scott Wenger
Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
April 1, 2012
Scott Wenger
Retirement Reality In our special report on retirement solutions, Financial Planning senior editor Ann Marsh found that many planners are spending time coaxing and coaching fearful clients into taking on the appropriate amount of risk. mark for My Articles similar articles
Financial Planning
May 1, 2012
Scott Wenger
New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye. mark for My Articles similar articles
Financial Advisor
October 2010
Karen Demasters
Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help. mark for My Articles similar articles
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. 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 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
May 1, 2007
Jim Grote
Learn by Teaching Chris White learns important financial planning lessons while instructing students on the certified financial planner curriculum. mark for My Articles similar articles
Financial Planning
May 1, 2013
Scott Wenger
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities mark for My Articles similar articles
Financial Planning
September 1, 2008
Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for. mark for My Articles similar articles
Investment Advisor
October 2005
Kathleen M. McBride
Privileged Membership Professional associations can give financial advisors a very good idea of how well they are doing compared to their peers -- and often provide practice management guidance about how to make improvements that could yield a material difference to their bottom line. mark for My Articles similar articles
The Motley Fool
November 27, 2006
Dan Caplinger
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. 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
June 1, 2012
Katie Kuehner-Hebert
A Bigger Pie If clients are dissatisfied with how much money they're saving for retirement, most wealth managers advise cutting back on expenses. Advisors should also help clients find ways to boost their incomes. mark for My Articles similar articles
Investment Advisor
November 2006
Angela Herbers
Operation Ownership One of the major failings of the independent advisory industry has been the reluctance of advisors with established practices to extend ownership to junior professionals who helped them attain their success. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
March 2012
So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business. mark for My Articles similar articles
Financial Planning
August 1, 2013
Ann Marsh
Financial Planning's Pro Bono Awards Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Planning
March 1, 2008
What's the Big Idea? Advice from experts in the financial planning field to help you move your practice ahead. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 2, 2004
Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner. mark for My Articles similar articles
On Wall Street
November 1, 2012
Five Questions with Don Blandin The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
September 1, 2006
Elizabeth O'Brien
Clients: Fickle to Faithful A new survey shows just exactly what financial planning clients value -- and what it takes to earn their loyalty. mark for My Articles similar articles
Registered Rep.
September 29, 2011
Jerry Gleeson
Financial Planners Broaden National Pro-Bono Outreach As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice. mark for My Articles similar articles
Financial Planning
April 1, 2005
Donald Jay Korn
2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners. mark for My Articles similar articles
Investment Advisor
February 2008
Angela Herbers
Barring the Door How to stop training your (future) competition. mark for My Articles similar articles
Financial Planning
January 1, 2013
John E. Grable
Financial Planning for All: An Insurance Solution A modest AUM tax could make financial planning available to all American families. mark for My Articles similar articles