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Investment Advisor December 2005 Kathleen M. McBride	The History of Financial Planning It's been a rocky ride for planners over 25 years. Financial planning today has become less associated with any product or investment type at all and far more associated -- as it should be -- with individual investor planning and investor needs.
Financial Planning October 1, 2010 Donna Mitchell	The Catalyst Ted Benna, developed the workplace-sponsored 401(k) retirement plan, is arguably the most influential employee benefits consultant working today.
Financial Advisor February 2005	Frontline News Financial Planning Association Dismissive Of SEC Action On Broker Exemption... Brokerages, Funds Await New Regulations... Pape Says Certified Financial Planner Board Will Focus On Accountability... etc.
Registered Rep. November 1, 2002 Pamela J. Black	How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business.
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 December 2005	Frontline News Fee-Only Practices Are The Most Profitable... FOLIOfn Subsidiary Launches Proxy Compliance Service... Advisors Got Wealthier, And Happier, In 2004, Says Survey... FPA Names Nicolette 2006 President-Elect... etc.
Investment Advisor May 2010	Thirty for Thirty Our list of the 30 most influential individuals in and around the planning profession over the last three decades.
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 Advisor November 2004	Frontline News New CFP Board CEO Offers Her Ideas... FPA Has Its Day On Capitol Hill, Mixing Planning With Politics... Investigations May Aid Lawsuit To Rollback Broker Exemption... RIA Business Boomed in 2003, But Profit Margins Shrank... etc.
The Motley Fool January 10, 2006 Selena Maranjian	Brokers' Booming Business A new survey shows Americans clearly understand the benefits and value of investing in equities to reach their long-term financial goals.
Financial Advisor March 2004 Gregory Bresiger	One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes
Financial Advisor November 2007	Frontline News CFP Board Picks New Chief Of Exams And Education... Are Regulators Losing Their Mojo?... Gingrich, Ford: Save New York City... Staffing -- Not Clients or Revenues -- Is Advisors' Big Challenge... etc.
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
Financial Planning January 1, 2005 Donald Jay Korn	Fancy Footwork Just as the economy is expected to muddle through this year, consensus forecasts indicate parallel plodding in the financial markets, with unspectacular returns for stocks and bonds. Financial planners seeking to thrive in 2005 may need to develop new tactics.
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
Financial Advisor January 2004	Frontline News Barnash Named Financial Planning Association President-Elect... FPA Will Close Atlanta Office And Move Staff To Denver... Competitive Environment Expected To Intensify... PA Announces Major Events For 2004... Investor Faith In Mutual Funds May Be Weakened, Surveys Indicate... tudy Finds That Concentrated Funds Perform Better... Look First, Before Leaping Into A Charity...
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 September 2004	Frontline News Schwab Announces Portfolio Center (Centerpiece) Pricing... NAPFA Starts Site For Selling Practices... FPA Challenges Broker-Dealer Exemption... Armstrong Named Fain Award Recipient... Schwab Transitions Retains Valuation Firm... etc.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
Financial Advisor June 2007	Frontline News SEC Won't Appeal Court Decision... Fidelity Offering For RIAs... 12(b)-1 Fees, Advisors' Growing Role, Are Focus At ICI Fund Conference... etc.
Financial Advisor April 2005	Frontline News 529 Plans Could Face New Restrictions... View Boomers As Four Separate Groups, Oppenheimer Says... Teslik Discusses CFP Board Changes... New Challenges For Pension Funds... NFP Acquires Highland Capital... etc.
Financial Planning May 1, 2005 Ed McCarthy	Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?
Financial Advisor April 2004	Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All... Securities America Tests New Transition Options... Award Established To Honor Viragh... etc.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
Investment Advisor November 16, 2010 Olivia Mellan	Future Imperfect Six pioneering advisors and observers present a likely view of the essentially unknowable. I asked several well-respected thinkers and planners about the most significant challenges that financial advisors will face.
Financial Advisor July 2004	Problems Cited In Broker-Dealers' Variable Insurance Sales and More The newly released study comes as the NASD is proposing new rules governing the sale of deferred variable annuities... Board Of Standards Increases CFP Certification Fee... Technology Continues To Frustrate Advisors, FPA Study Says... etc.
Financial Advisor December 2003	Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director.
Financial Advisor July 2006	Frontline News FPA Members Support Fiduciary Standards... NAPFA Honors Bradley For Exemption Stance... Focused On The Top, Focus Grows Again... Planners Stay Happy Despite Earnings Decline... etc.
Financial Advisor September 2010	Frontline News Frontline News: Advisory Industry Faces Talent Shortage... Rule Change Could Crimp Alternative-Oriented '40 Act Funds... FPA Announces Heart Of Financial Planning Award Winners... more...
The Motley Fool April 28, 2005	Your 60-Second ETF Education When you need a little something for your portfolio, consider an exchange-traded mutual fund (ETF).
Financial Advisor September 2011	Letters A Different View... Reflections On The Profession...
The Motley Fool January 18, 2005 John Reeves	Opportunity Knocks President Bush wants to reform Social Security. What does that mean for your retirement?
BusinessWeek September 22, 2003 Der Hovanesian et al.	How to Fix the Mutual Funds Mess Hidden fees, lax boards, and now scandal. Here's what has to be done.
Financial Planning May 1, 2006 Donald Jay Korn	Doling out the Bounty Financial planners have many more investment vehicles to choose from as mutual funds, SMAs and ETFs compete for their assets. While planners have their preferences, new kinds of accounts make it easier to devote some money to each.
Financial Planning September 1, 2005	The Hall of Fame, from A to Z 26 entrepreneurs and investors whose achievements have shaped the business of financial advice: Bruce Bent, Chairman, The Reserve Funds... John Bogle, Founder, Vanguard Group... Warren Buffett, Chairman, Berkshire Hathaway... etc.
Financial Advisor August 2008 Jef Schlegel	The Clock Is Ticking If you believe the hype, the retirement picture isn't pretty. How secure are your clients' retirement plans?
Fast Company November 2002 Charles Fishman	Your 401(k) Is Making a Statement What's the most powerful symbol of a troubling year in finance? There are many candidates, from disgraced Wall Street analysts to CEOs in handcuffs. But few symbols rival the unopened 401(k) statement -- a quarterly window into the personal wealth of millions of Americans.
Financial Planning June 1, 2011 Bob Veres	Things I Just Don't Understand Is there any profession, anywhere, that's raised its own standards voluntarily, identified and reduced its own conflicts of interest voluntarily and lobbied harder on behalf of consumer protections than the financial planning profession over the past 30 years?
Registered Rep. August 1, 2006 Charles R. Geisst	A Nation of Investors It is often said these days that we are a shareholder nation. But in 1975, you would have been laughed at for uttering such a fantastic prediction. Despite all of the positive developments in the stock markets, the matter of market integrity continued to rear its ugly head from time to time.
Registered Rep. October 1, 2006 John Churchill	Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving.
The Motley Fool September 8, 2006 Ryan Popple	Beware the Botched 401(k) While 401(k)s offer more control and impressive tax benefits, they also chronically underperform managed pension funds. We are going to need our 401(k)s for our future financial security, and we have to do a better job of managing them.
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
Financial Planning June 1, 2011 Jim Grote	Industry Veteran As Richard R. Lee Jr. sees it, attracting a big chunk of money to manage isn't a key sign of success, even though his Dallas firm handles roughly $1 billion for its clients. In Lee's opinion, planners should focus as much on planning as on managing money.
Financial Advisor June 2009 Sherri Scordo	Frontline News A consortium of leading financial advisory trade organizations is calling for a professional standards-setting oversight board to establish financial planning standards for the industry.
Knowledge@Wharton August 27, 2003	How Much Money Will You Need for Retirement? More Than You Think What you don't know can't hurt you, according to the old saying. When it comes to retirement planning, though, the old saying doesn't apply.
Financial Advisor December 2011	Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more...
Registered Rep. December 1, 2006 John Churchill	Of Two Minds An internecine argument at the FPA gets to the heart of one of the industry's more vexing problems: Should brokers be able to position themselves as financial planners?
Financial Planning September 1, 2009 Carl Richards	What We Learned from the Market Collapse Finance experts and other observers offer their take on the market crisis.
Registered Rep. October 1, 2005 Stan Luxenberg	Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits.