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Financial Planning
March 1, 2010
Donna Mitchell |
The Leader The essential truth about Deena Katz, chairman and co-founder of Coral Gables, Fla.-based Evensky & Katz Wealth Management, boils down to this: She is a teacher and a doer.   |
Financial Advisor
April 2009
Jeff Schlegel |
Fiduciary Fracas People from all corners of the financial services industry are weighing in with their ideas about the future shape of the industry, including thoughts about whether all financial advisors should be held to the fiduciary standard of client care. |
Financial Planning
July 1, 2012
Scott Wenger |
Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP. |
Financial Planning
August 1, 2011
Scott Wenger |
The Great E-Flood For those of you in a similar predicament - Most of you, right, especially financial planners busy running their small businesses? - I asked Financial Planning's four columnists to guide us on how they keep from drowning in the mighty Information River. |
Financial Planning
May 1, 2010
Bob Veres |
In Their Own Words A fiduciary standard would be an important and powerful protection for the American consumer, and a giant step forward in the evolution of the financial advisory profession. |
Investment Advisor
February 2007
James J. Green |
A New Leaf An interview with successful financial advisor Deena Katz, who has revived her love affair with the profession. |
Investment Advisor
July 2006
James J. Green |
Tackling the Challenges Industry leaders discuss the biggest challenges facing the profession: finding reliable income streams for clients in retirement, and nurturing the next generation of advisors. |
Financial Advisor
October 2007
Mark Fadiman |
Nurturing Growth How CEG Worldwide helped wealth management evolve from buzzword to industry discipline. |
Financial Planning
March 1, 2011
Jim Grote |
The Seer Harold Evensky, president of Evensky & Katz in Coral Gables, Fla., asks, "Is your alpha big enough to cover taxes and expenses?" |
Financial Planning
April 1, 2007
Kathy Gevlin |
How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions. |
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, 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. |
Investment Advisor
May 2007 |
The Semifinalists This is the list of semifinalists from which the final IA 25 was chosen. All will have significant impact on the profession now and in the near future. Rudy Adolf... Ben Bernanke... Bob Clark... Peter Drucker... etc. |
