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Financial Advisor February 2006 Tracey Longo	NAPFA: Holier Than Thou The chairwoman of the the small and once-feisty organization for fee-only financial advisors seeks balance between the group's rabble-rousing roots and concern for members.
Registered Rep. May 19, 2011 Diana Britton	NAPFA Announces Rebranding Campaign, Plans to Become Leader in Financial Planning The fee-only business has evolved from what it was 10 years ago, and it was time for NAPFA to reflect that change in the business or it would risk becoming irrelevant.
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 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.
Investment Advisor August 2005 Bob Clark	Clark at Large: Why NAPFA Matters Can the future of financial planning really depend on folks who fudge their numbers?
Investment Advisor August 2006 James J. Green	IA Leaders: Back in the Saddle As her NAPFA chairmanship concludes, Peggy Cabaniss moves to her next challenge. Here is an interview on how she got started in the business, on what she provides to clients and the future of the industry.
Financial Advisor February 2012	Sex Bias "The financial services industry needs to do a better job of recruiting, training and retaining women as financial advisors if it is going to successfully meet the demand of women small business owners," said Mary Quist-Newins.
Investment Advisor February 2009 James J. Green	Growth, and Advocacy A conversation with Diahann Lassus, NAPFA Chair, about NAPFA's growth, what the reaction will be in Washington to the Bernie Madoff scandal, and what NAPFA hopes to accomplish with the financial planning coalition.
Financial Advisor November 2010 Joni Youngwirth	Out Of Balance Should our industry take proactive steps to increase its number of women?
Investment Advisor July 2010 Robert F. Keane	"NAPFA Is Back," Says Group's Chair Fee-only planners gather in Chicago and announce new leadership
Financial Advisor July 2009 Sherri Scordo	NAPFA Under Ethics Spotlight After drawing unwanted attention when some of its members were recently accused of fraud, the National Association of Personal Financial Advisors is wrestling with ways to ensure that members abide by the organization's ethical standards.
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.
Financial Advisor December 2006 Jeff Schlegel	The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation.
Investment Advisor February 2010 Bob Clark	Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession.
Financial Advisor June 2012 Jim McConville	Napfa Elects New Chair, Launches Web Sites The National Association of Personal Financial Advisors has tapped Ron Rhoades to succeed Susan John as chairman of the fee-only planners group.
Financial Planning April 1, 2013	Women Advisors Forum: Learn From the Best Next month's New York gathering offers sessions on divorce planning, career development, digital marketing and more.
Investment Advisor August 2005	Letters: Who're You Calling Radical? Rebels Without a Cause... Not So Fatal Attraction... It'll Go To Our Head...
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.
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.
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.
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 Advisor October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Financial Planning May 1, 2013	May Women Advisors Forum Events Feature Top Planners Topics include expanding a practice, working with divorced clients and more
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Financial Planning August 1, 2012 Dave Grant	New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so.
Financial Planning February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Investment Advisor October 2009 James J. Green	Catching Up With: Bill Baldwin A telephone interview with the editor-in-chief of this publication and the new chairman of NAPFA, Bill Baldwin.
Financial Planning March 1, 2008 Jeanne Lee	Women's Work How are women faring in the financial services industry today? What are firms doing to attract and retain talented women? What obstacles remain?
Investment Advisor June 2008 Angela Herbers	Blue Chips A once in a lifetime opportunity exists for advisors to attract professional talent in a down market.
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 Planning June 1, 2008 Stacy Schultz	More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors.
Financial Advisor June 2008	Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc.
Financial Advisor November 2006 Tracey Longo	Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.
Investment Advisor March 2008 Bob Clark	The Empire Strikes Back Wall Street's crafty response to its whipping over the Merrill rule.
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
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?
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Financial Planning June 1, 2012 Ann Marsh	Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
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 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 2008 Melanie Waddell	A Groundbreaker SEC's Rand report, of the broker/dealer and investment advisory industries will dominate the discussion among brokers and advisors in 2008.
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.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Financial Advisor November 2005 Tracey Longo	The Embattled Broker Exemption Rule While advisors talk a good game about their desire to see consumers protected by meaningful regulation, the Financial Planning Association remains the sole litigant in its lawsuit against the Securities and Exchange Commission's so-called Merrill rule.
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.
Investment Advisor June 2007 James J. Green	A Level Playing Field An interview with NAPFA's Dick Bellmer on the group's consumer education campaign on fiduciary standards.
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.
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
Financial Advisor September 2005 Rebecca Pomering	The Haves And The Have-Nots Any report that makes financial advisors examine their profession, the industry, and more importantly their businesses, is a good report. Even if all the predictions in the report are wrong, having built a better business will only be to your benefit, after all.
Investment Advisor September 2005 Dan Danford	The IA Soapbox: Sorry, Bob. They Still Don't Get it There is no such thing as incidental financial advice. Either financial planning is being done properly and in the sole interests of the client (as in fee-only) or it's just being used as a ploy to sell investment products.