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Financial Advisor
August 2009
Karen DeMasters |
The Talking Cure The CFP Board has a new consumer advocate and public face: Eleanor Blayney.   |
Investment Advisor
April 2010
Bob Clark |
Clark at Large: Venus Rising Financial advisor Eleanor Blayney has compiled her experience and wisdom on approaching personal finance from a woman's perspective into a book titled Women's Worth: Finding Your Financial Confidence due out in May, published by Direction$. |
Financial Advisor
August 2008
Tracey Longo |
The Emerging Profile Of Women Investors If you run an analysis on your own client base to see how many women investors you have, you may be surprised at their numbers and their might. |
Investment Advisor
March 2009
Kara P. Stapleton |
Group Think News about the FPA, American College, CFP Board, and IMCA. |
Registered Rep.
June 1, 2004
Allen Plummer |
Over the Top There's one big problem with being on top, and the organization that administers the Certified Financial Planner designation is in the process of learning all about it. |
Financial Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Registered Rep.
April 23, 2014
David Armstrong |
Editor's Letter: May 2014 The CFP Board's refusal to recognize problems doesn't bode well for the future of an organization that continues to play a vital role. |
Financial Advisor
November 2012
Karen DeMasters |
CFP Board May Increase CE Requirements CFP licensees would have to obtain 10 additional hours of continuing education every two years, according to proposals being considered by the CFP Board of Standards. |
Registered Rep.
August 25, 2010
Jerry Gleeson |
Women Investors Want More From Advisors, Report Finds A new survey by Boston Consulting Group that addressed the global wealth of women found a common complaint -- although women's cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success. |
Financial Advisor
August 2006
David J. Drucker |
Mastering The Challenge Managing growth isn't easy. But in this era of large financial advisory firms seeking only to get larger, one couldn't find a better model of growth than the 15-year run of Sullivan, Bruyette, Speros & Blayney (SBSB). |
Investment Advisor
August 2010
Olivia Mellan |
Majority Report: A New Approach to Advising Women Women are still less financially confident than men. Three visionary financial advisors, though, are changing their approach to serving women's financial needs. |
Financial Planning
June 1, 2010
Marion Asnes |
Bookshelf Women's Worth: Finding Your Financial Confidence is a carefully considered, deeply researched guide by a financial planning luminary who has just founded a new practice called Directions for Women. |
Financial Advisor
April 2004
David Diesslin |
CFP Board Has A Mission The Certified Financial Planner Board has a mission beyond certification, which includes education and international standards. |
Financial Advisor
May 2012 |
CFP Board Shortens Certification Time The Certified Financial Planner Board of Standards last month said it's amending its regulations to shorten the time needed to qualify for CFP certification from three years to two if the person has two years of experience. |
Financial Planning
April 1, 2005
Donald Jay Korn |
The Magic Number Determining how much wealth is enough to support retirement combines the art of managing expectations with the science of crunching numbers. |
Investment Advisor
August 2010
Olivia Mellan |
Where Direction$ Is Headed Trailblazers Peg Downey, Eleanor Blayney, and Elizabeth Jetton want to change the atmosphere and conversation to "get women into the room" for financial planning. Through their new venture, Direction$, these activities are in the works. |
Financial Planning
February 1, 2005
Ed McCarthy |
The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession. |
Financial Planning
June 1, 2005
Ed McCarthy |
Sorting Through Certifications Continuing education designations for financial planners are proliferating at a dizzying pace. The specific designations matter less than the content of the courses. Here's a sampler. |
Investment Advisor
December 2006
Dan Moisand |
Accentuate the Positive The president of the Financial Planning Association points out some positive things done by the CFP Board. |
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. |
Investment Advisor
December 2006
Kara Stapleton |
Briefs The Financial Planning Association endorsed a proposed rule... The CFP Board voted to approve changes to its governance policy... |
Investment Advisor
January 2009
Kara P. Stapleton |
Group Think News from the CFP and FPA. |
Investment Advisor
July 2006
Robert F. Keane |
Getting It All Done While for many advisors taking the wealth management route is a no-brainer, it's not without potential pitfalls. Wealth management covers much more than just how much money the client has. |
Registered Rep.
March 18, 2010
Jerry Gleeson |
New CFP Curriculum Daunts Instructors The Certified Financial Planner designation is about to become more challenging to obtain. |
Registered Rep.
October 6, 2010
Jerry Gleeson |
Those Who Revisit CFP Exam To Pay Less A sluggish economy dampens prices; why should professional examinations be an exception? |
Investment Advisor
December 2007 |
Group Think The Financial Planning Association and Janus announced the 2008 deadlines for entries for the Financial Frontiers Awards... Management consulting firm kasina has released the winners of its 9th annual Top 10 Financial Intermediary Web sites... etc. |
