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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.   |
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
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. |
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 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 Planning
November 1, 2012
Craig Pfeiffer |
Developing New Talent: Better Approach Needed for Training Advisors The profession needs a new training model that attracts and develops the next generation of advisors. |
Financial Advisor
May 2012
Karen DeMasters |
Genesis Created To Prevent Exodus The first wave of financial planners is graying at the temples, and there's a big need for a new generation to take their place. |
Financial Advisor
February 2007
Ray Fazzi |
Raising The Bar More schools offer degree programs in finanical planning while academic standards for CFP licensees rise. |
Financial Planning
October 30, 2006
Elizabeth O'Brien |
Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning. |
Investment Advisor
January 1, 2011
Megan Malone |
The New School Today's financial planning graduates bring more than just an education. |
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 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. |
Investment Advisor
October 2009
Bob Clark |
Clark at Large: The Dog That Didn't Bark A fiduciary duty to all clients would be more immediate, widespread, and at least as beneficial as separate regulation of planners. |
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 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 Advisor
August 2012
Roy Diliberto |
Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners. |
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. |
Investment Advisor
September 2005
Angela Herbers |
The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear. |
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. |
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 Advisor
February 2007
Roy Dilberto |
Establishing Trust In Financial Planning For large wirehouses, they need to understand that business is not leaving them and being transferred to independent advisors because of the fee structure. It is because most of these people are registered as investment advisors and follow the spirit as well as the letter of the fiduciary relationship. |
Information Today
November 5, 2015 |
McGraw-Hill Education Studies Students and Technology Students see greater potential for technology in college than is currently being used. |
Financial Planning
October 1, 2006
Elizabeth O'Brien |
The Fiduciary Fracas Debate and controversy over the elusive standard could be just what the industry needs. |
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. |
Investment Advisor
August 2005
James A. Barnash |
Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry. |
T.H.E. Journal
February 2003
Jaclyn Scott |
Don't Forget the Little People: A Vision for an Online Kindergarten Learning Community Kindergarten students are unique because they are at the beginning stages of learning how to be independent individuals. They are dependent on adults to supervise, protect and guide them through life and learning experiences. These principles apply to a virtual learning community. |
Financial Planning
November 1, 2011
Danielle Reed |
Financial Planning Education 101: 10 Standout Schools A closer look at ten notable schools for with financial planning programs. |
T.H.E. Journal
July 2008
David Couch |
Middle Schools : Kentucky : A Head Start on the Future School officials in Kentucky use technology to help students keep on track for graduation. |
Financial Planning
November 1, 2009
Bob Veres |
A Better World Some positive transformations that have emerged from the various market downturns. |
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
January 1, 2007
Elizabeth O'Brien |
The Other Diversification Financial planners take steps to increase minority participation in the industry. |
Financial Advisor
November 2009
Mitch Anthony |
A Promise We Can Keep The Return On Life value proposition tells clients you will help them get the most from the money they have. |
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 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. |
HBS Working Knowledge
October 8, 2007
Martha Lagace |
Management Education's Unanswered Questions Is management a profession? After more than a century of business education, it remains an open question. |
Financial Planning
April 1, 2011
Jim Grote |
Generation Next One of the biggest issues an advisory firm faces is hiring and retaining new employees, and a great opportunity to form the next generation of financial planners. |
T.H.E. Journal
October 2003
Styron & Disher |
Improving School Performance and Career Preparation With a Wireless Computer Lab Two years ago, a high school in Louisiana purchased a mobile wireless computer lab with grant funds from the state. This lab not only helped improve the writing and research skills of the school's ninth-grade students, but also improved its overall performance score to among the state's highest. |
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. |
T.H.E. Journal
September 2008
Charlene O'Hanlon |
Designs on the Future At many schools, the scope of the technology program is too limited to showcase the full extent of students' tech savvy. Solution? Simply widen the boundaries. |
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. |
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
April 1, 2006
Michael E. Kitces |
Partnership Problem In the financial planning profession, is the promise of a partnership the only way to adequately reward key employees? |
T.H.E. Journal
October 2002
Tshepo Batane |
Technology and Student Collaboration A research project in one Botswana secondary school |
T.H.E. Journal
June 2003
Mona Westhaver |
Learning to Learn: The Best Strategy for Overall Student Achievement State and local funding for schools is decreasing. Learning to learn -- helping students develop thinking skills, learning skills and, most importantly, a passion for learning -- is the solution that will have the most long-term and widespread impact. |
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 Planning
November 1, 2012
Scott Wenger |
Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors |
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. |
Investment Advisor
February 2008
James J. Green |
Visionary George Kinder, financial planner and Buddhist teacher, discusses how life planning and financial planning can come together, fostering a client's economic and spiritual well-being. |
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
January 28, 2007
Michael Kinsman |
Career Pros: Innovative Internships An innovative high school program is launching entrepreneurs. |
