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The Motley Fool June 12, 2008 Dayana Yochim	Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay.
The Motley Fool April 2, 2004	Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning October 1, 2012 Tyler V. Cook	Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.
Financial Planning May 1, 2012 Scott Wenger	New World, Be Brave Many investors with the means to buy low have been reaping gains. And there are new opportunities in real estate now for planners and investors with a discriminating eye.
Financial Planning October 1, 2012 Miriam Rozen	The Ultimate Deadline: Planners Who Deal With Clients With A Fatal Illness A financial planner with a client with a fatal illness needs to engage in hand-holding and some gentle pushing.
Financial Planning March 1, 2012 Martin Shenkman	Planning for Lawyers Lawyers make great referral sources for planners. But dealing with them as clients is anything but simple.
Financial Planning April 1, 2006 Ryan Duey	The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.
Financial Advisor December 2009 Roy Diliberto	Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition.
Financial Planning April 1, 2013 Martin Shenkman	Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets.
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
The Motley Fool January 15, 2004	Need a CFP? Tips on getting money advice and a solid financial plan without pain.
Financial Planning April 1, 2013 Scott Wenger	Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value
Financial Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
Financial Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
The Motley Fool March 31, 2010 Dayana Yochim	Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.
Financial Planning May 1, 2005 Ed McCarthy	Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?
The Motley Fool May 27, 2009 Dan Caplinger	The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.
Financial Planning April 1, 2005 Jeffrey H. Rattiner	Dig Deep to Climb High To stay competitive, financial planners need to increase their technical know-how.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Financial Planning June 1, 2012 Dave Grant	To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population.
Financial Planning August 1, 2009 Donna Mitchell	Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees
Financial Planning October 1, 2013 Miriam Rozen	How to Tap Divorce Attorneys for Work Some advisors spell opportunity D-I-V-O-R-C-E. Here are their tips for working the breakup.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
Financial Advisor October 2010 Mary Rowland	Quietly Contrary Some advisors find success by scorning conventional wisdom about size, growth and clientele.
Financial Planning September 1, 2012 Ann Marsh	Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions.
Financial Planning September 1, 2005 Donald Jay Korn	The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.
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 September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
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.
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.
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
Financial Advisor May 2008 Mary Rowland	Clinging To Intimate Relationships Mergers and acquisitions are an important discussion point in every firm's growth plans.
Registered Rep. November 1, 2004	Testing...Testing The Certified Financial Planner designation is becoming more popular. More brokers are taking the test and, as with many tests, those who fail it tend to have trouble the second time around as well.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Financial Advisor March 2012	So You Think You're A Financial Planner? A recent study from industry research firm Cerulli Associates looked at advisors across all channels and compared how they describe themselves with how they actually do business.
On Wall Street December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
Financial Advisor June 2004 Gregory Bresiger	Advisors Are Living Dangerously Professionals continue to grapple with the question of errors and omissions insurance coverage. They believe that it is unnecessary. These uninsured advisors, one insurance executive says, run in the thousands.
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 Planning May 1, 2010 Ken Solow	Strategy, Analyzed The reasons for a buy and hold, strategic asset allocation investment philosophy are flawed and planners should consider adding active portfolio management to their practices.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Job Journal August 24, 2003 Julia Hollister	Careers in Finance Explore the world of finance, and you may find an offer you can't refuse
Financial Planning April 1, 2013 Miriam Rozen	Where the CFPs Are Now Are planners better off working in states with fewer competitors? Not everyone agrees on the answer.
Financial Planning March 1, 2012 Miriam Rozen	New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances.
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.
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 Advisor December 2005 Gregory Bresiger	Unprotected Clients? Financial advisors must understand how the new bankruptcy law changes the rules of asset protection.