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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, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
Registered Rep. November 1, 2004	Testing...Testing The Certified Financial Planner designation is becoming more popular. More brokers are taking the test and, as with many tests, those who fail it tend to have trouble the second time around as well.
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.
AskMen.com February 2, 2003 Dan Carter	Tax Tips That'll Save You Money With the dreaded April 15th deadline approaching faster than you think, filling out your tax forms should be tops on your list of priorities. As many of us leave all the paperwork until the eleventh hour, we miss out on numerous chances to take advantage of valuable counsel.
The Motley Fool June 12, 2008 Dayana Yochim	Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay.
The Motley Fool January 24, 2006 Selena Maranjian	Financial Advice, Cheap Not everyone can or should go it alone, and there's no shame in seeking expert financial advice. It's important to take the time to find a trustworthy advisor with whom you're comfortable.
The Motley Fool September 22, 2005 Paul E. Eckler	How to Select a Financial Advisor You are the absolute best person to manage your money, but sometimes you might need some help.
AskMen.com Michael Estrin	Fine Living: Build Your Wealth Management Team If you want to handle your wealth like a pro, turn the reigns over to a money management team. Here's how to get started.
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?
Entrepreneur December 2008 Scott Bernard Nelson	3 Financial Building Blocks These financial planning basics will keep you on track for the future.
The Motley Fool October 27, 2007 Elizabeth Brokamp	Making Sense of Financial Credentials Shouldn't you know who's handling your money?
U.S. Banker October 2002 John Adams	Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships.
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
The Motley Fool October 21, 2004	Red Flags for Advisors Financial advisors can save you big bucks, but choose them carefully.
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
The Motley Fool April 30, 2010 Dayana Yochim	4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good.
Financial Planning November 1, 2011 David E. Adler	The ABCs of Planner Titles Do you know your REBC from your CEBS, your CIMA from your CMA, and your PFS from your RFC?
Financial Advisor December 2011 Bill Bachrach	Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor.
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
Investment Advisor January 2010 Tere D'Amato	Evaluating Financial Aid Consultants Here are some questions clients should ask before writing a check to a consultant.
Registered Rep. January 1, 2006 Susan Konig	Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor.
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 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.
Investment Advisor May 2006 James J. Green	Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning.
Financial Planning November 1, 2006 Frank C. Bearden	Curbing Conflict What are your options when a conflict of interest arises in your financial advisory practice?
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
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
The Motley Fool December 14, 2010 Dayana Yochim	How to Tell Your Advisor's Real Agenda This four-step background check will reveal whether you're about to get sound advice, or advice that just sounds good.
The Motley Fool August 5, 2004 Selena Maranjian	Free Stuff From Funds Did you know that you can contact mutual fund companies and ask for free educational materials -- and that many, if not most, of them will send you some nifty stuff?
The Motley Fool April 20, 2009	5 Signs Your Financial Pro Isn't All That Shopping for a financial professional, or wondering whether the one you have is right for you? Consider the following five red flags.
Registered Rep. May 1, 2006 Jennifer Popovec	All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents.
Financial Advisor December 2007 David J. Drucker	Living The Same, Longer If traditional planning software focuses on the sufficiency of a client's assets, Dr. Laurence Kotlikoff's E$Planner focuses on the sustainability of the client's living standard and on his optimal life insurance coverage.
Investment Advisor July 2009 Robert F. Keane	The Ethics of Advice In Australia, members of the Financial Planning Association must adhere to the (slightly abridged) following Code of Ethics.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
Registered Rep. March 1, 2007 Kristen Dodge	Are You the Peyton Manning Type? In the financial-planning game, if you want to be a big time quarterback for your client, you've got to know where your receivers and playmakers are to complete a winning play.
Registered Rep. November 1, 2006 Halah Touryalai	CFP CEO Resigns Sarah Teslik, CEO of the Certified Financial Planner Board, announced that she would resign from her post to take a position at an energy company.
Job Journal August 24, 2003 Julia Hollister	Careers in Finance Explore the world of finance, and you may find an offer you can't refuse
On Wall Street December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
Financial Advisor November 2003 Raymond Fazzi	States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes.
Financial Advisor March 2005 Raymond Fazzi	Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
PC World March 2001 Steve Nelson	Fiscal Fitness Best-selling personal finance author Steve Nelson shows how to turn your PC into a sleek money-management machine...
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning May 1, 2013 Ingrid Case	New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.
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 June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
The Motley Fool March 31, 2010 Dayana Yochim	Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.