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Financial Advisor
September 2007 |
Frontline News States Reevaluating Who Should Be Licensed... CFP Board Awards Grants to Eight Projects... FPA Recognizes Outstanding... Western Bank Buys Shine Investment Advisory... Outcry Over Sallie Mae and Private Equity... Virtual Experience... 401(k) Balances on the Upswing...   |
Financial Advisor
November 2007
Karen DeMasters |
Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice. |
Investment Advisor
November 2006
Kara Stapleton |
Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public. |
Financial Planning
August 1, 2011
Jim Grote |
Giving Back The Foundation for Financial Planning is a nonprofit organization with a mission to provide financial planning services to lower-income families and individuals in crisis situations. |
Financial Advisor
October 2010
Karen Demasters |
Reaching Out The troubled economy has meant more people need financial planning but can't afford it. Frank Pare and Saundra Davis are among those stepping in to help. |
Financial Advisor
June 2012 |
FPA Chief Marvin Tuttle To Step Down In 2014 Tuttle, 57, announced his retirement in May at the 2012 FPA Retreat in Scottsdale, Ariz. |
Financial Planning
August 1, 2012
Scott Wenger |
The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is. |
Financial Advisor
November 2003
Evan Simonoff |
Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning? |
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 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 Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
Financial Advisor
August 2006
Tracey Longo |
Pro Bono And The Profession Officials from 43 FPA chapters met to find out how to launch successful pro bono financial planning programs in their states. |
Financial Planning
August 1, 2012
Ann Marsh |
Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life |
Financial Planning
August 1, 2013
Ann Marsh |
Financial Planning's Pro Bono Awards Most advisors offer their services to the wealthy. The people honored here provide planning help to clients who can least afford it - and need it most. |
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
September 2007
James E. Kearney |
No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future. |
Financial Advisor
December 2003 |
Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director. |
Financial Advisor
February 2005 |
Frontline News Financial Planning Association Dismissive Of SEC Action On Broker Exemption... Brokerages, Funds Await New Regulations... Pape Says Certified Financial Planner Board Will Focus On Accountability... etc. |
Investment Advisor
August 2006
Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
Financial Advisor
June 2007 |
Frontline News SEC Won't Appeal Court Decision... Fidelity Offering For RIAs... 12(b)-1 Fees, Advisors' Growing Role, Are Focus At ICI Fund Conference... etc. |
Investment Advisor
June 2010
James J. Green |
FPA, Coalition for Financial Planning Remain Upbeat Despite uncertainty over fiduciary standard, optimism reigns within planner groups. |
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. |
Investment Advisor
October 2009 |
GroupThink Professional association news: Charles Moran new chair-elect of the Certified Financial Planner Board of Standards' Board... The Financial Planning Association profession's 40th anniversary... The National Association of Personal Financial Advisors is continuing its 12-month program... |
Financial Advisor
October 2005 |
Frontline News Advisors Help Colleagues Affected By Katrina... Intuit Enters Portfolio Management Arena... Inefficient Operations Are Eating Up Revenue Growth... RIAs Overwhelmingly Oppose B-D Exemption... etc. |
Financial Advisor
March 2011
Andrew Gluck |
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change. |
Investment Advisor
August 2010
Olivia Mellan |
Elizabeth Jetton Elizabeth merged her firm with RTD Financial Advisors in 2007 and now has freedom to still see clients but also speak around the country, teach in California Lutheran's MBA program, write, and coach other financial planners and firms. |
Investment Advisor
October 2007
James J. Green |
A Robust FPA Celebrates Fresh from Senate testimony, FPA President Nicholas Nicolette stresses fiduciary duty, and the vigor of the Financial Planning Association. |
Investment Advisor
June 2008 |
Planning for Those in Real Need Millions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are the people helped by the Foundation for Financial Planning. |
Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. |
Financial Planning
October 1, 2011
Scott Wenger |
Due Influence The winners and runners-up of this year's Financial Planning Influencer Awards (p. 66) are proof that the industry is awash in innovative ideas to attract clients, build - and protect - client assets and practice profits, and guide the careers of younger advisors. |
Investment Advisor
July 2006 |
Group Think Starting July 1, NAPFA will launch its "Focus on Fiduciary" campaign... A recent member-wide survey of the FPA found that its members believe that financial planners should be held to a fiduciary standard.... etc. |
Investment Advisor
August 2007 |
Group Think The Financial Planning Association named E. Denby Brandon as the recipient of the 2007 P. Kemp Fain Jr. Award... The CFP Board has invited the public to attend a free Financial Planning Clinic... etc. |
Financial Advisor
December 2009
Mitch Anthony |
The Next Generation Deena Katz and Lance Palmer talk about their financial planning students and the future of the profession. |
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 Advisor
March 2005
Tracey Longo |
Helping The FPA Survive And Thrive Is new Financial Planning Association President Jim Barnash up to the task? |
Investment Advisor
September 2008 |
Group Think The CFP Board has hired Marilyn Mohrman-Gillis... The Financial Planning Association added David Cohen... Stephen Mitchell was named COO of the Retirement Income Industry Association... The FPA and Janus announced the winners of the 2008 Financial Frontiers Awards competition... |
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.
September 29, 2011
Jerry Gleeson |
Financial Planners Broaden National Pro-Bono Outreach As Americans continue to struggle with finances, a consortium of financial planners will sharply broaden an annual outreach next month to consumers looking for free professional advice. |
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 Advisor
May 2007
Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future. |
T.H.E. Journal
October 1, 2010
Susan McLester |
Where's the Money? Four Places to Find Tech Funding We point the way to four distinct areas to take your search. |
Financial Planning
September 1, 2005
Bob Veres |
The Ownership Profession The world that gave birth to financial planning has changed. A lot. Here's an industry timeline from 1969 to the present. |
Financial Advisor
January 2007 |
Frontline News Advisors Wrestle With Growing Pains... CFP Accepting Grant Applications... One In Five Americans Are... Community Foundations Struggling, Poll Says... Retirement Planning Software Is Upgraded... etc. |
Investment Advisor
October 2007
K. McBride & K. Stapleton |
Birds of a Feather More than ever, the professional associations that cater to financial planners and advisors are having a meaningful impact outside the planning community itself, among consumers, in the courts, and on Capitol Hill. |
Foundation News & Commentary
Jan/Feb 2006
Egbert & Hoechstetter |
Mission Possible: Evaluating Advocacy Grants In an effort to more accurately reflect the outcomes of policy-related grants and promote more support for nonprofit advocacy, the Alliance for Justice teamed with The George Gund Foundation and Mosaica to fashion tools for grantmakers that show the effectiveness of nonprofit advocacy work. |
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. |
Investment Advisor
November 2009
James J. Green |
At FPA Annual Gathering, Celebration and Resolve Advocacy and pro bono efforts are lauded, but attendance at the recent conference falls. |
Financial Advisor
June 2012
Evan Simonoff |
The Great Divide When the International Association For Financial Planning merged with the Institute Of Certified Financial Planners 12 years ago, members of both groups hoped the new 30,000-member strong organization would at long last allow the profession to speak with a single voice that could give it clout. |
Searcher
Jul/Aug 2009
Nancy K. Herther |
Grantsmanship: Information Resources to Help Researchers Get Funding There are actually many different types of support available to researchers |
Financial Planning
November 1, 2010
Marion Asnes |
The Influencers Please join me in a heartfelt congratulations to all of our 2010 Financial Planning Influencer Award winners. We hope to award you next year. |
