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Financial Planning September 30, 2013 Charles Paikert	Lifetime Achievement: Lew & Karen Altfest The success of Altfest Personal Wealth Management is highlighted in this article.
Knowledge@Wharton	Is Behavioral Finance a Growth Industry? The subdiscipline of behavioral finance has gained ground over the last half-decade. The idea is simple: Investors are not as rational as traditional theory has assumed, and biases in their decision-making can have a cumulative effect on asset prices...
Registered Rep. March 1, 2006	Cold Call: Lewis Altfest An interview with the president of L.J. Altfest & Co and Associate Professor of Finance at Pace University.
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 Planning August 1, 2006 Elizabeth O'Brien	Bookshelf Personal Financial Planning, by Lewis J. Altfest, is a broad text for planners and covers topics from basic household budgets to estate planning.
On Wall Street June 1, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
CFO January 1, 2004 Edward Teach	Watch How You Think Insights from behavioral finance could change the way companies approach mergers and acquisitions.
Financial Advisor June 2004 Harold Evensky	Clients Misbehavin' Nobel laureate Daniel Kahneman, a psychologist at Princeton University, applies lessons from behavioral finance to client management and identifies several common mistakes individual investors are prone to make.
Financial Planning April 1, 2005 Donald Jay Korn	2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business.
Financial Advisor October 2004 David Drucker	When Your Partner Is Your Spouse Do the traditional gender roles of the 1950s carry over to the office when husband and wife financial advisors work together? Here are three representative situations.
Financial Advisor January 2006 Eva Marer	Fountain Of Youth Here's how L.J. Altfest & Co. has built a strikingly large group of diverse young talent at their financial planning firm.
Financial Planning October 1, 2012 Scott Wenger	Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem.
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
Financial Planning August 1, 2007 David E. Adler	Quest for Knowledge Continuing education is a must for financial planners trying to stay ahead of the client curve. A look at CE trends and current requirements will help you chart your course.
Financial Planning March 1, 2012 Allan S. Roth	The Ethics Dilemma In theory, planners are expected to act as fiduciaries for their clients, meaning that a planner must put a client's best interests ahead of his or her own. In practice, no human being is truly capable of doing this because in the real world our ethics aren't pure.
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 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 April 4, 2011 Savita Iyer-Ahrestani	Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive
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.
Investment Advisor February 2008 Angela Herbers	Barring the Door How to stop training your (future) competition.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Financial Advisor December 2006 Lewis Altfest	Behavioral Financial Planning Behavioral financial planning is not so much an alternative way of looking at personal financial planning as it is a practical supplement to it. Knowing what motivates people and finding ways of improving results is what behavioral planning is all about.
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 Planning May 1, 2005 Vincent A. Schiavi	Trust for Sale When financial planners and CPAs work together, the client doesn't always win.
Investment Advisor February 2010	Soapbox: Here's What We Were Thinking The Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice, but not so glad of his inability to let go of the past.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Financial Advisor May 2012 Karen DeMasters	Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place.
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Advisor July 2006 Tracey Longo	Why Aren't There More Women? NAPFA's new women's roundtable plans to learn why more women aren't choosing the financial advisory profession.
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.
Financial Planning April 1, 2006 John J. Bowen	The Enemy Within Use the principles of behavioral finance to keep your clients -- and yourself -- from making costly investment mistakes.
Financial Planning November 1, 2007 Kathy Gevlin	How Is Your Business? Having survived bubbles, busts and bouts of irrational market behavior, the best financial planners are now feeling very rationally exuberant.
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 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.
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.
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Financial Advisor April 2004 Marla Brill	Recent Lessons From Behavioral Finance Don't look for logic in the way investors act, say these experts.
Financial Planning June 1, 2010 Aaron Coates	Is it Planning? Why does the industry have difficulty differentiating financial planning? Perhaps because we practitioners don't do it ourselves.
Financial Planning August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.
Financial Planning September 1, 2012 Ingrid Case	Planners Who Deal With Business Owners Can Find it Rewarding It s not always easy to work with highly successful business owners, but the effort can be rewarding.
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 December 1, 2007 Jim Grote	High Net Worth: Practice Profile: The Listener Karen Altfest uses her fine-tuned interviewing skills to help solve the financial issues of her predominantly female clients.
Financial Advisor September 2010 David B. Armstrong	Stronger Bonds Conducting liability reviews with clients will strengthen your relationships with them.
HBS Working Knowledge June 6, 2007 Julia Hanna	Behavioral Finance--Benefiting from Irrational Investors Far from acting in their own best interest, many individual and institutional investors are more inertial than logical when it comes to emptying their portfolios of unwanted shares. This passive behavior can have a significant effect on how companies make strategic financing decisions.
Financial Advisor October 2007 Roy Diliberto	Planning From The Inside Out Dealing with a client's hard financial data may mean discussing their most intense emotions about money.
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 Planning November 1, 2012 Scott Wenger	Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors
Financial Planning April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.