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Financial Advisor November 2006 Richard B. Wagner	Engaging The Money Forces Financial advisors' unique challenge is to understand money, and help others comprehend it and engage. This means knowing it thoroughly, recognizing its history and its cultural contexts.
Financial Advisor December 2009 Richard B. Wagner	We Need Better Words ... Financial planners' words need to address the relationship between money and the other important aspects of our lives.
Financial Advisor June 2012 Richard B. Wagner	A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it?
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?
Financial Advisor February 2012 Richard B. Wagner	Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies.
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 January 2009 Richard B. Wagner	From Here To Where? The financial crisis should make us reconsider our fundamental vision of an advisor's role."If I'd asked my customers what they wanted, they'd have said a faster horse." -- Henry Ford
Financial Advisor October 2008 Richard B. Wagner	Mission, Meaning And Purpose There it was, again. "The Question." Posted right there on the April cover of Financial Advisor magazine for everyone to see. It mocked and cajoled, "What makes a profession, and will we ever meet that standard?"
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 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 Advisor December 2007 Richard B. Wagner	Claiming And Clarifying Our Turf The advice/sales conundrum in the financial field has taken another twist. Worse, it is no longer an intra-profession struggle but a direct conflict between industry and profession.
Financial Advisor May 2006 Richard B. Wagner	Retirement Revisited Here, the author and editor-at-large responds to the message entitled, Preemptive Capitulation: Giving Up On Impossible Retirement Models by CFP Board CEO Sarah Ball Teslik, which was sent to Certified Financial Planners.
Financial Advisor February 2007 Richard B. Wagner	Planners In The Church Of The Holy CFP? In making financial planning a profession, are planners emulating the right professionals?
Financial Advisor April 2005 Richard B. Wagner	There Is Nothing `Soft' About It What we do as financial advisors requires us to confront clients' deepest fears.
Financial Advisor April 2006 Richard B. Wagner	Living Royally In The Land Of The Blind Financial planners need to start taking themselves and their issues seriously. They must begin grasping the full implications of their work, their knowledge and, perhaps most importantly, their vision.
Financial Advisor September 2009 Richard B. Wagner	Mirror, Mirror On The Wall ... The financial planning community hasn't done enough self-examination regarding the recent crisis. Here are some lessons from the financial fiasco.
Financial Advisor November 2010 Richard B. Wagner	Let's Chat Because the phrase "my money" is an oxymoron.
Financial Advisor July 2008 Richard B. Wagner	Who Else Is In The Room? A good financial advisor must be aware of what other opinions are influencing their clients decisions.
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 May 2007 Richard B. Wagner	When They're 64 What kind of changes are in store for the financial advisory profession?
Financial Advisor November 2005 Monroe D. Diefendorf	Thinking In 3-D New standards and guidelines, along with curriculum and professional designations, will be created to address the needs of our 21st century clients. 3 Dimensional Wealth Planning may help the industry meet challenges.
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
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.
Financial Planning March 1, 2008 John J Bowen	Getting an Edge For many financial advisors, the choice to offer wealth management services isn't easy. They wonder if wealth management is really worth it. The answer is yes.
Financial Advisor July 2005 Raymond Fazzi	Defining Wealth Management The term "wealth manager" has provided more sizzle than clarity in recent years, as more and more advisors have adopted the name as they transition to more comprehensive practices geared toward affluent clients.
Investment Advisor February 2007	To Succeed, Keep It Simple If we are going to help clients build wealth, then we should be successful at building wealth in our own personal portfolios. So what are the keys to a sound strategy for building wealth?
Financial Advisor August 2006 Hannah Shaw Grove	Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.
Registered Rep. March 28, 2012 Lena S. Rizkallah	TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement.
Registered Rep. September 1, 2005 Grove & Prince	Theory to Practice For many advisors, the evolution to wealth manager remains a matter of theory, not practice. Sure, they're calling themselves wealth managers, but they're still behaving like financial advisors.
Bank Systems & Technology January 23, 2008 Maria Bruno-Britz	Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families.
Financial Planning January 1, 2009 Stacy Schultz	Manage My Wealth Most affluent individuals do not like the term "wealth management," a new study by SpectremGroup reveals.
Registered Rep. August 1, 2006 Kristen French	A Healthy Concern High-net-worth individuals are ranking the risk of unforeseen health care costs as their top financial concern.
Financial Advisor January 2006 Grove & Prince	Key Mistakes Of New Wealth Managers Wealth management is a serious decision for advisors that can be disruptive to their business and difficult to implement. Future generations of advisors can benefit by using these findings to build skills, reorient focus and settle in to the role of wealth manager.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Planning January 1, 2007 John J. Bowen	It's a Coalition Effort Wealth management works -- that is, if everyone at your financial advisory firm works to make it happen.
Registered Rep. March 1, 2005 Grove & Prince	In Name Only Financial advisors who fancy themselves "wealth managers" are having trouble walking the talk.
National Defense April 2009	Accountability Problems Poor choices by a few individuals leads to tighter government control and higher taxes for everyone.