Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Planning April 1, 2010 Donna Mitchell	The Philosopher At a certain point in the financial planning process, the advisor needs to step back and ask, "What's the purpose of all of this?" So teaches George Kinder, founder of the Kinder Institute of Life Planning.
Financial Advisor May 2009 George Kinder	Financial Planning's Historic Moment An opportunity has opened to help create a financial advisory profession that consumers will trust and admire decades from now.
Financial Advisor October 2007 Richard B. Wagner	Financial Planning As A Learned Profession The notion that financial planning might explore its potentialities does not mean that every financial planner must become a scholar any more than every doctor must become a research scientist. Being a part of a profession means every member must master its basic craft.
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 August 2008 Mary Rowland	Worldwide Kinder The Kinder Life Planning Institute teaches financial advisors that it's not just about how you charge for your services but how you deliver them and how you create a different relationship with the clients.
Financial Planning March 1, 2012 Dave Grant	Hiring Psychology As the financial planning profession continues to grow and mature, do we only need people with a finance background, or do we also need hires who know how people work and understand human behavior? My opinion is some of the first, but just as many of the latter.
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 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 Advisor June 2012 Richard B. Wagner	A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it?
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 July 2011 Richard B. Wagner	One To The Power Of One The advisor and the client combine in a uniquely powerful and singular relationship. But does anyone truly understand the nature of our work?
Registered Rep. March 1, 2003 Anne Field	Shining a Light on Client Dreams Call it financial planning with a therapeutic edge -- life planners help clients save for non-traditional and sometimes deeply personal goals. Life planning could be the ultimate in value-added financial advisory service.
Financial Planning May 1, 2013 Charles R. Chaffin	Making the Case for CFP Standards While the planning profession has evolved considerably, there is still work to be done.
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.
Financial Advisor April 2010 Richard B. Wagner	Garden Of Knowledge The profession of financial planning needs more words to help people understand it.
Financial Advisor November 2005 Richard B. Wagner	It's a Heart Thing... Obviously, our craft is important. As financial advisors, we have significance because we help other people have better lives, and we help them and our society work with the money forces.
Financial Advisor March 2004 Gregory Bresiger	One Financial Advisor's Journey The kaleidoscopic career of Charles Hughes
Financial Advisor September 2011	Letters A Different View... Reflections On The Profession...
Financial Advisor November 2011 Richard B. Wagner	Mission And Purpose Financial planners can't make up their minds about what they do, why they do it or for whom it is done.
Financial Advisor September 2011 Mary Rowland	Second Chapter Why I chose life planning as my new career.
Financial Planning September 1, 2006 Joan Warner	Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it.
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.
Registered Rep. January 1, 2007 John Churchill	60 Seconds with...Nick Nicolette (FPA President, 2007) An interview with the Sterling Financial Planning principal and new president of the Financial Planning Association.
Financial Planning March 1, 2007 Galvan et al.	Heart of the Matter When you begin with what matters most to your client-whether the "client" is you, another person, peers or the public -- you are the client -- centered advisor.
Financial Advisor December 2010 Mary Rowland	Retreating To Move Forward George Kinder's five-day workshop teaches planners how to achieve the things closest to their hearts, and helps them teach clients in turn.
Financial Advisor July 2007 Richard B. Wagner	Now What? With FPA's win in its lawsuit against the SEC, financial advisors need to reflect on what that means for the profession.
Financial Advisor February 2007 Mary Rowland	Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.
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 January 2010 Bob Clark	Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking?
Financial Advisor October 2008 Mary Rowland	Getting Very Personal George Kinder has developed a clear structure to help planners work with clients to uncover the true passion in their lives so that their financial plan will be more effective.
Financial Planning January 1, 2006	2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc.
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?
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 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 Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
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 Advisor October 2009 Roy Diliberto	The Financial Life Planning Process A step-by-step review of how one financial advisory firm does its job.
Investment Advisor December 2005 Kathleen M. McBride	The History of Financial Planning It's been a rocky ride for planners over 25 years. Financial planning today has become less associated with any product or investment type at all and far more associated -- as it should be -- with individual investor planning and investor needs.
Investment Advisor December 2006 Bob Clark	Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession.
Financial Advisor August 2009 Karen DeMasters	The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.
Financial Advisor March 2004	Letters To The Editor FLP Flaws Come From Implementation, Not Strategy... Nick Murray Does It Again... No Bullion Here... etc.
Registered Rep. February 1, 2003 Will Leitch	The Acrimony Over Acronyms Faced with a full hand of acronyms to describe their various certifications and designations, brokers are showing them off, confusing clients. For this reason, the notion of a universal designation -- akin to the CPA in the accounting profession -- is gaining momentum.
Financial Advisor August 2010 Roy Diliberto	An Elusive Profession Work still needs to be done so that clients, regulators and the media view and understand us for what we -- financial planners -- are.
Financial Planning November 1, 2011 Scott Wenger	Degrees of Success In this month's cover story on leading schools for financial planning, FP's Danielle Reed finds a solid academic base that will spawn legions of advisors and, importantly, support the profession through research and analysis.
Financial Advisor January 2005 Eva Marer	Progress In The Profession Margaret Chow Stanner is one of the women who blazed a trail in the financial advisory field that others are now following.
Financial Advisor December 2005 David J. Moran	My Way To Financial Planning Heaven There is no monetary compensation in donating your time and treasure to any good cause. But if you can influence just one person who needs your help, you've made a huge difference and are on your way to financial planning heaven.
Financial Advisor May 2008	Letters to the Editor A Profession, Almost... Nice Redesign... Thanks FOR Nick Murray... Thanks TO Nick Murray...
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 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.
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.