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Financial Planning
January 1, 2009
Stacy Schultz |
Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.   |
Financial Planning
January 1, 2007 |
Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc. |
Financial Planning
February 1, 2010
Donna Mitchell |
The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans. |
Financial Planning
October 1, 2006
Marshall Eckblad |
What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out. |
Financial Advisor
February 2009
David J. Drucker |
Who's Got Middle America's Back? Middle-class citizens have usually come second in the financial services world. Is that finally changing? |
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. |
Investment Advisor
May 2006
Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen. |
Financial Planning
September 1, 2006
John J. Bowen |
Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice. |
Financial Planning
September 1, 2007
Marshall Eckblad |
NexGen: The Sequel Members of the Financial Planning Association's NexGen group are in greater demand than ever. Keeping the young planners happy requires some savvy. |
Registered Rep.
May 1, 2005 |
13 Percent Percentage of advisors who say they have switched to a wealth management model. |
Investment Advisor
November 2009
Angela Herbers |
The Fast Track: The M Word Cometh Older and younger advisors both have a new appreciation for marketing. |
Financial Planning
September 1, 2008 |
Looking at the Future Foretelling the future has never been the role of the financial planner. But while no one can predict when the market will return to bull territory, there are some things planners do know and must prepare for. |
Financial Planning
November 1, 2008
Ingrid Case |
Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future. |
Financial Advisor
October 2005
Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Registered Rep.
September 1, 2005
Grove & Prince |
Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial 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. |
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
May 1, 2007
Bob Veres |
Taking on Retirement The latest thinking on how to serve clients in their retirement years ranges from customized distribution formulas to post-retirement career planning. |
Financial Planning
September 1, 2008
Stacy Schultz |
Young and Restless The conversation has changed among the NexGen members who attended their third annual meeting into talk of succession plans and career paths. |
Registered Rep.
May 31, 2013
Megan Leonhardt |
Cold Call: Michael Kitces Michael Kitces, Research Director of Pinnacle Advisory Group talks about business plans for advisors. |
Investment Advisor
July 2006
Mark Tibergien |
Formulas for Success: Manage Your Boss No matter your position - -boss or employee -- if you hear yourself saying "that's not my responsibility," you have achieved the pinnacle of mediocrity in your financial advisory career. |
Investment Advisor
November 2009
Angela Herbers |
Marketing Is Everyone's Job Following are ideas for advisors to incorporate into their strategic marketing initiatives. |
Financial Planning
November 1, 2009
John J. Bowen Jr. |
Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Financial Advisor
March 2004
Grove & Prince |
Thinking And Acting Like A Wealth Manager It's the difference between offering products and providing solutions. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
BusinessWeek
July 3, 2008
Lynn O'Shaughnessy |
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic. |
Registered Rep.
March 1, 2005
Grove & Prince |
In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk. |
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. |
Investment Advisor
March 2008
Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
Investment Advisor
October 2006
Angela Herbers |
The Young & Not-So-Young FPA's first NexGen conference gave planners a glimpse of the future leaders of the profession. |
Financial Planning
April 1, 2013
Dave Grant |
Recruiting & Hiring Gen Y Advisors Younger planners have their own priorities. If you re investing in their professional development, consider these ideas to ensure they will stick around. |
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. |
Investment Advisor
September 2007
Kara P. Stapleton |
For Young and Old Alike The Financial Planning Association and the NexGen community co-hosted the second annual NexGen Conference for the profession's future leaders. |
