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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 |
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. |
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 |
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. |
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 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 |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool January 15, 2004 |
Need a CFP? Tips on getting money advice and a solid financial plan without pain. |
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. |
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. |
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 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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
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. |
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. |
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. |
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 May 1, 2013 Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
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. |
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. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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 Planning March 1, 2008 |
What's the Big Idea? Advice from experts in the financial planning field to help you move your practice ahead. |
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. |
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. |
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. |
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. |
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 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. |
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. |
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. |
Investment Advisor February 2008 Angela Herbers |
Barring the Door How to stop training your (future) competition. |
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. |