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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2010
Joni Youngwirth
Out Of Balance Should our industry take proactive steps to increase its number of women? mark for My Articles similar articles
Investment Advisor
July 2010
Robert F. Keane
"NAPFA Is Back," Says Group's Chair Fee-only planners gather in Chicago and announce new leadership mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2010
Bob Clark
Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
August 2005
Letters: Who're You Calling Radical? Rebels Without a Cause... Not So Fatal Attraction... It'll Go To Our Head... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
October 2012
Jeff Schlegel
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. mark for My Articles similar articles
Financial Planning
May 1, 2013
May Women Advisors Forum Events Feature Top Planners Topics include expanding a practice, working with divorced clients and more mark for My Articles similar articles
Financial Advisor
March 2006
Tracey Longo
The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2012
Eleanor Blayney
Money Talks, So Do Women Female clients have a lot to say about what they want from advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
March 2008
Bob Clark
The Empire Strikes Back Wall Street's crafty response to its whipping over the Merrill rule. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
May 2008
Mary Rowland
Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2007
Mark Tibergien
No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles