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Financial Planning November 1, 2009 Donna Mitchell	Earnings Trends Everyone knows these have been tough times, but the good news is that although earnings were down in 2008, and may well be down in 2009, advisory firms still plan to hire and soon.
Registered Rep. September 30, 2009 David A. Geracioti	Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.
Financial Planning May 1, 2013	May Women Advisors Forum Events Feature Top Planners Topics include expanding a practice, working with divorced clients and more
Investment Advisor February 2007 Bob Clark	Small Is Beautiful, Part Deux Solo advisors have the same earning potential as those in ensembles: it's just that fewer of them actually achieve it. Here are a few modest suggestions to get those solos moving in the right direction.
Investment Advisor February 2009 Kara P. Stapleton	Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy.
Investment Advisor August 2008 Bob Clark	Replacements Without a Clue Moss Adams LLP dropped a widely reported bombshell on the independent advisory community by announcing the firm is phasing out its practice management consulting. Who's going to fill the void?
Investment Advisor January 2007 Stapleton & Green	Managing Growth, Smartly The recent 2006 Investment Advisor Summit focused on finding, compensating, and motivating the right people for your firm.
Investment Advisor December 2005 Bob Clark	Why Bigger is Better This compensation and staffing study offers a preview of how financial advisory firms will be different five or 10 years from now.
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Investment Advisor January 2008 Melanie Waddell	A New Benchmarking Tool's in Town There's a new benchmarking tool that gives advisors a snapshot of what competitors and colleagues in their backyards are up to: the FPA Scorecard.
Financial Advisor March 2006 Rebecca Pomering	Flying Solo Can Be Lucrative Financial performance is not the only measuring stick of business success. And the ensemble model is not the only model that financial advisors can adopt to be successful.
Financial Advisor February 2012	Social Media Losing Some Appeal With Financial Advisors Despite the hype about the benefits social media can bring to financial advisors, most advisors don't find it very useful in their businesses.
Investment Advisor November 2007 Bob Clark	Today's the Day A growing shortage of professional talent coupled with low retention rates and virtually non-existent partnership tracks is adversely impacting the independent advisory industry.
Financial Advisor February 2, 2009 Sherri Scordo	Advisor Emporium Pershing assists advisors going independent... New advisors receive technology assistance... FPA offers best practices tools... Direxion enters ETF market... Foliodynamix joins communications gateway... Scottrade adds portfolio director...
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
Financial Planning August 1, 2012	Women Advisors Forum/Boston: Sharing Strategies Women planners are changing the face of the financial services industry.
Investment Advisor December 2007 Angela Herbers	Bottom Up Broker/dealer recruiting is largely a zero sum game. Here is why it more advantageous for B/Ds to help their existing advisors.
Registered Rep. May 27, 2015 Megan Leonhardt	Compensation Survey 2015: Breaking Down the Practice Are the firms that serve advisors ready to support a team-based, ensemble model?
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Investment Advisor March 2008 Angela Herbers	Words of Wisdom Keeping older professionals in the industry should be a priority. And if we don't do something to rectify this situation sooner rather than later, we face the prospect of watching the experience of a whole generation literally walk out the door.
Financial Planning April 1, 2007 Kathy Gevlin	How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions.
Investment Advisor July 2006 Robert F. Keane	Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has.
Financial Planning February 1, 2007 Elizabeth O'Brien	Advisor Pulse Financial advisors used to flying solo may be daunted by the prospect of hiring help, but going it alone can put a big damper on growth, according to a recent survey.
Investment Advisor March 2007 Angela Herbers	Beyond the Numbers By increasing the level of service and the effectiveness of our financial advisory firm operations, we add value to the products and services we offer.
Registered Rep. November 1, 2005 John Churchill	You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.
Financial Advisor November 2012 Joni Youngwirth	From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours?
Financial Planning February 1, 2010 Marion Asnes	One Fee to Bind Them In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?
Investment Advisor October 2008 Angela Herbers	Know Thyself NexGen advisors often wonder how much they should get paid. To get a fair offer, first they need to accurately determine what they're worth.
Investment Advisor October 2005 Mark Tibergien	Formulas for Success: How Bleak is Your Future? Whether the latest Hurley/JPMorgan treatise on the financial advisory profession is right is hard to know, but their assumptions are compelling enough for advisors to take stock of their own situations.
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.
Financial Planning August 1, 2007 John J. Bowen	The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers.
Financial Planning June 1, 2007 Kathy Gevlin	Advisor Pulse The happiest financial advisors really do put their clients first, asserts the first study of advisor satisfaction.
Investment Advisor April 2006 Mark Tibergien	Formulas for Success: From Silo to Ensemble The evolution into an integrated practice isn't always smooth, but it's usually worth it for financial planners.
Investment Advisor January 2006	Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc.
Registered Rep. October 6, 2015 Megan Leonhardt	Advisors Working with Spouse See Success Among advisors working as part of a team, the most successful are husbands and wives, according to new research by PriceMetrix.
Registered Rep. November 1, 2007	Sure is a Good Time to be a Financial Advisor Broker/dealers and registered investment advisories are searching for advisor talent as never before. In fact, advisory firms are competing for talent even more than they are competing for clients.
Investment Advisor July 2007 James J. Green	Focus on the Optimal Client RIAs are counseled to get serious about the future.
Financial Advisor November 2012 Karen DeMasters	FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing.
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.
Financial Planning July 1, 2012	Women Advisors Forum/Boston: Growing Networks The financial planning industry is waking up to the fact that women advisors possess unique skills they can leverage to build strong practices.
Financial Planning December 1, 2012	Women Advisor Forum: Gearing Up for 2013 Five times this year in five cities around the country, top women advisors gathered to boost their skills and get to know their peers at Women Advisors Forum events.
Financial Planning February 1, 2006 Marshall Eckblad	The Cost of Inefficiency As demand for competent wealth management grows, the need for efficient and successful business operations is greater than ever for advisory firms.
Investment Advisor July 2008	Group Think The CFP Board has filed a comment letter with the SEC welcoming the Commission's proposal to improve the quality of information that investment advisors must provide to clients and prospective clients.
Financial Advisor November 2003 Hinchcliff & Longo	Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.
Registered Rep. May 19, 2014	The Top Six Reasons Advisors Won't Use Social Media Based on our survey of 447 advisors sponsored by NFP, we broke down the challenges that firms face in their efforts to adopt a social strategy.
Investment Advisor December 2006 James J. Green	The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show.
Investment Advisor September 2009 Philip Palaveev	Tortoise or Hare Which business model is most acceptable to investors? And which to advisors?
Registered Rep. March 1, 2008	Plain English: The Cost of Compliance The SEC voted in February to propose changes to the structure of the Form ADV, the disclosure document that all investment advisors must complete.
Financial Planning November 1, 2011 Stephanie Bogan	It's Raining, It's Pouring! Regardless of challenging market conditions, and in some ways furthered by them, experts believe the planning profession has yet to see its heyday.
Registered Rep. September 30, 2003 Will Leitch	Lobbying for Independents The Financial Planning Association has lamented, along with many of its members, the absence of a specific lobbying organization for independent broker/dealers. The FPA is now trying to do something about it.