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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.
Financial Advisor November 2010 Joni Youngwirth	Out Of Balance Should our industry take proactive steps to increase its number of women?
Financial Advisor December 2006 Tracey Longo	Women's Work To get constant feedback from women producers on what they need and want to work smarter, Raymond James formed a 12-member Women's Advisory Council that assists the firm in building out its programs and resources for women.
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.
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 Advisor January 2005 Tracey Longo	How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions.
Registered Rep. November 14, 2011 Diana Britton	Raymond James Hopes New Training Program Will Appeal to Women Bob Patrick, director of education and development for Raymond James, said the industry has become more relationship- and planning-oriented, rather than product-oriented, and this model fits well with how women work.
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.
Registered Rep. December 19, 2014 Anne Field	Job Hoppers According to Cerulli Associates, 89 percent of financial advisors came to the profession after working somewhere else.
Registered Rep. June 21, 2013 Mindy Diamond	The Ghost Generation There's a shortage of younger advisors entering the field, and it's only going to get worse. Firms need to beef up their training programs and explore new sources of talent.
Financial Advisor November 2012 Ben Mattlin	Getting The Word Out Financial advisory firms are looking at innovative ways to market themselves.
Registered Rep. February 29, 2012 Jerry Gleeson	It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products.
Investment Advisor June 2007 Melanie Waddell	Only So Far, Still? Bias against women in the financial field -- both clients and advisors -- still exists.
Registered Rep. August 28, 2013 Carina S. Diamond	We Need More Female Advisors When it comes to attracting women to our ranks, the industry still has a long way to go
Financial Advisor August 2005 Tracey Longo	Independents Believe Bigger Is Better--And Cheaper Faced with higher costs, broker-dealers are targeting larger advisors.
Financial Advisor April 2008 David Drucker	Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession?
Financial Advisor July 2007 Richard B. Wagner	Now What? With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.
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.
Registered Rep. April 2, 2013 Megan Leonhardt	The Counselor: Peggy Ruhlin Ruhlin discovered that financial planning gave her the freedom to juggle her duties as a single mom with the opportunity for career satisfaction and client contact that first drew her into the financial services industry.
Registered Rep. April 24, 2009 Halah Touryalai	Raymond James Takes a 2Q Hit -- But Gains Retail Advisors Raymond James Financial posted dismal overall earnings for the second quarter, but its private client group appears to be a bright spot.
Financial Advisor September 2011	Letters A Different View... Reflections On The Profession...
Investment Advisor November 2005 Kathleen M. McBride	Gender Gains Women at work in the financial industry -- especially the independent advisor community -- are a force to be reckoned with.
Financial Advisor March 2004 Gregory Bresiger	One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes
Financial Advisor December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
On Wall Street March 19, 2013 Bill Willis	Recruiter's Tour of Raymond James Morgan Keegan employees were required to make a home office visit after their firm was acquired by Raymond James.
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.
Financial Advisor January 2006 Karen DeMasters	Sudden Wealth, Sudden Mess? Windfall recipients may need special handling by financial advisors -- and maybe a kick in the pants. Done right, that relationship can translate into a multigenerational client.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
Investment Advisor October 2005 Karen C. Altfest	Gender Focus Do most financial advisors fully understand how best to engage women and assist them in achieving their financial goals? Learning how women feel about their own financial prowess that can enable planners to more effectively understand women as clients.
Financial Advisor July 2012 Eleanor Blayney	Money Talks, So Do Women Female clients have a lot to say about what they want from advisors.
Financial Advisor August 2005 Eva Marer	The Recruiting Gap Demand for top young talent has outstripped supply, and that has some independent advisors worried about the future of the financial advisory profession.
Financial Advisor January 2006 Tracey Longo	Working Smarter, Not Harder As more independent broker-dealers set themselves up as strategic outsourcing partners, they are finding bigger and better firms driven to their door by stagnant or shrinking profit margins and the accelerating compliance melee.
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 August 2012 Eleanor Blayney	Playing By The Rules Advisors need to make important changes in how they communicate with and advise women.
Financial Planning September 1, 2008 Bob Veres	The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low.
Financial Advisor June 2006	Frontline News CFP Board To Punt On The F Word... Raymond James Demands Cheaper VA Products... More Clients Need Insurance Help... Calling Young Advisors... etc.
Financial Advisor August 2004 Tracey Longo	All Aboard Planners and advisors continue to switch independent broker-dealers.
Financial Advisor February 2005 Evan Simonoff	Taking Control Until 2001, financial advisory firm Budros, Ruhlin & Roe had everything but professional management. Now it does.
Financial Advisor November 2008 Gail Liberman	War Breaks Out For Wirehouse Brokers The economic crisis on Wall Street, among many other things, is causing wirehouse brokers to reconsider the value proposition offered by the giant financial service firms.
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.
Financial Advisor June 2009 Jeff Schlegel	Money In Motion The economic crisis has wreaked havoc on wirehouses, and more advisors are looking for new opportunities.
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 July 1, 2007 Marie Swift	Beyond Mars and Venus What do women want from their financial advisors? A connection, not just a sale. Here's why you may not be reaching this rich, underserved market.
Financial Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Financial Advisor June 2008 Tracey Longo	Swimming Upstream California investment advisor John Threlkeld has been working diligently to serve wealthier and wealthier investors, even purchasing two other advisors' practices and turning all but his top clients over to a junior planner.
Investment Advisor January 2010 Bob Clark	Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking?
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.
Financial Advisor August 2007 Tracey Longo	A World For Advisors Broker-dealers across the country are reporting record revenue increases -- a significant portion of these from fee-based business -- and say they're continuing to step up their game in order to recruit advisors with significant practices.
Registered Rep. March 30, 2012 Anne Field	Human Behavior A discipline combining economics and psychology, behavioral finance turns one basic tenet of economic theory -- that people make rational decisions when given the right information -- on its head.
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.