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Financial Planning
September 30, 2013
Ann Marsh |
New Generation: Richard Brown Brown - CEO of JNBA Financial Advisors, a Minneapolis firm with $520 million in assets under management, and the winner of this year's New Generation Influencer Award - set out to create some young planners.   |
Registered Rep.
April 29, 2013
Anne Field |
Aide to the Hearing Impaired: Richard S. Brown Advisor Richard Brown works with a group, which provides hearing aids to underserved communities around the world. |
Financial Planning
October 1, 2009
Donna Mitchell |
The CEO Imperative To profit in a new growth environment, advisors may need to redefine themselves as executives as well as professionals. |
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 Advisor
October 2012
Jeff Schlegel |
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
On Wall Street
September 1, 2013
Mason Braswell |
Five Questions with Robert J. Ellis Robert J. Ellis discusses why he believes his undergraduate course could change the wealth management demographic. As the advisor force ages, firms are faced with the challenge of recruiting and training the next generation. |
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. |
Investment Advisor
October 2008
Maya Ivanova |
War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses. |
Financial Advisor
September 2006
Jeff Schlegel |
Back To The Future Founded in 1932, financial advisory firm Harold C. Brown & Co. embraces its past but changes with the times. |
Investment Advisor
June 2010
Angela Herbers |
The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying. |
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 Planning
March 1, 2012
Ann Marsh |
Cetera CEO Scales Up Valerie Brown is CEO of one of the fastest-growing networks of independent advisors in the country, Cetera Financial Group in El Segundo, CA. |
Financial Planning
October 1, 2010
Bob Veres |
What's Next for Planners When we cast our gaze forward at the changes taking place in the financial planning profession, a lot of new variables creep into the formula: the rapid evolution of technology, demographic and societal changes, plus wild cards like the recent Great Recession and financial reform legislation. |
Financial Advisor
February 2012
Jeff Schlegel |
80-Year-Old Advisory Firm Splits Up Harold C. Brown & Co. began during the Hoover administration, weathered numerous economic cycles, thrived even as its hometown of Buffalo suffered its Rust Belt crisis, and altered its business model to change with the times. |
Investment Advisor
March 2006
Angela Herbers |
The Fast Track: Glory Days Financial planners need to decide whether they want stardom or the benefits of a growing firm. |
Financial Advisor
February 2007 |
Frontline News Schwab Offering Loans To RIAs Going Independent... TD Ameritrade Purchases iRebal... Suitability Standards For DPPs Could Rise... N.J. Firm Was B-D's Biggest Catch In '06... etc. |
Financial Planning
October 1, 2012
Ann Marsh |
Realms Of Influence: Financial Planning's Influencer Awards to Six Outstanding Advisors Financial Planning's annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights. |
Registered Rep.
April 29, 2013 |
Photo Gallery: Ten Advisors Who Give Back Advisors have many charitable projects including foreign and domestic aid to homeless shelters, the American Heart Association, and supporting charter schools. |
Financial Advisor
October 2010
Mary Rowland |
Quietly Contrary Some advisors find success by scorning conventional wisdom about size, growth and clientele. |
T.H.E. Journal
January 2005
Hawkins Gonzales & Miller Nelson |
Learner-Centered Instruction Promotes Student Success Northface University prepares its computer science students for the workplace with real-world projects. |
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. |
T.H.E. Journal
November 2000
Pat Herr |
The Changing Role of the Teacher: How Management Systems Help Facilitate Teaching... |
Registered Rep.
March 19, 2013
Anne Field |
Printer? Check. Office Supplies? Check. But Where is The Corporate Ladder? Successful firms have defined career tracks, and they usually end at "partner." |
Financial Advisor
April 2007
William Glasgall |
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. |
Job Journal
October 3, 2004
Julia Hollister |
Trade Schools: Where Career Dreams Become Real As the pace of low-skill jobs moving offshore increases, displaced American workers must learn new skills or risk permanent unemployment. In just a matter of months, trade schools can train you for a new career. |
T.H.E. Journal
March 2005
Douglas Kellner |
The Changing Classroom: Challenges for Teachers The integration of technology in classrooms has obligated teachers to develop new teaching strategies to enhance learning across the curriculum. |
T.H.E. Journal
September 2000
Nancy M. Short |
Asynchronous Distance Education A Five Step Approach to Eliminate Online Problems Before They Happen |
Investment Advisor
December 2005
Andrew Gluck |
The Gluck Report, Part II: Two Views of the Future Consumer mistrust of financial services suggests a rocky road for advisers, however consumer also are looking more than ever for navigators who can help them chart a course through the current complicated financial landscape. |
Investment Advisor
March 2009
James J. Green |
News: A Sense of Resolve? Among RIAs and broker/dealers, the need to move ahead trumps market uncertainty. |
T.H.E. Journal
March 2000
Sue Shelton |
Breathing New Life into a Dead Language: Teaching Latin Online |
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. |
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 Planning
April 1, 2010
Bob Veres |
Deja Vu All Over Again Down times are a great time to build a practice -- a time when professional financial advice can make a real, substantive difference in peoples' lives. |
T.H.E. Journal
December 2006 |
2006 Innovators Teachers who have demonstrated the power of educational technology to transform teaching and learning. |
T.H.E. Journal
August 1999
Jody C. Isernhagen |
Technology: A Major Catalyst for Increasing Learning "If you can conceive of it, you can achieve it." (Kennedy Space Center, Florida) A rural Nebraska public school district adopted this philosophy when they applied for a three-year competitive Excellence in Education Grant in late 1995.... |
T.H.E. Journal
November 2002
Laura Grillo Abdelnour |
Bytes of Learning's CREATE Together CREATE Together from Bytes of Learning is a multimedia software program that combines creation, collaboration, communication, problem solving and publishing tools for all grade levels. |
T.H.E. Journal
March 2000
Linda Cooper |
Online Courses - Tips for Making Them Work |
Investment Advisor
March 2008
Kathleen M. McBride |
A Fortified TD Ameritrade There's lots of support for the fiduciary advisor-client relationship at the newly strengthened TD Ameritrade. |
T.H.E. Journal
November 2002
Rushton Hurley |
Fine-Tuning an Online High School to Benefit At-Risk Students In late 2001, San Antonio, Texas, started a virtual school designed to give students a new environment in which to pursue their high school studies. The experience challenged those of us running the program to repeatedly revisit assumptions about learning and administration. |
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. |
T.H.E. Journal
November 2001
Jonathan C. Basden |
Authentic Tasks as the Basis for Multimedia Design Curriculum Virtual reality project enables students to pursue their own interests and guide their own learning... |
Registered Rep.
April 29, 2013
Diana Britton |
Charter School Trailblazer: Michael Brown Advisor Michael Brown has been on the board of trustees for the East Harlem Tutorial Program for several years, and he was one of the founding members of the East Harlem Scholars Academy. |
T.H.E. Journal
March 2002
Peter Draus |
Elementary Computer Skills Training The CLIP Program provides an intensive approach to teaching computer skills to first-graders... |
T.H.E. Journal
October 2002
Tshepo Batane |
Technology and Student Collaboration A research project in one Botswana secondary school |
T.H.E. Journal
March 2001
Linda W. Cooper |
Online and Traditional Computer Applications Classes With working adults occupying an increasingly large percentage of our college population and with greater numbers of students having computer and Internet experience prior to entering college, opportunities are being made to better meet their needs, interests and work schedules through online classes... |
T.H.E. Journal
January 2005
Melanie Bradford |
Motivating Students Through Project-Based Service Learning The following are three examples of student-driven service learning projects integrated with technology that engage and motivate California students, while simultaneously encouraging mastery of the academic content standards. |
T.H.E. Journal
May 2005
Margaret Bowerman |
Successful Strategies for Meeting the Needs of Diverse Learners Technology is the perfect tool for providing learners of all abilities the opportunity to achieve. Suggestions about using technology throughout the curriculum and student assessment are provided. |
T.H.E. Journal
September 2005
Podoll & Randle |
Building a Virtual High School...click by click South Dakota's Rapid City Academy finds out just what it takes to provide a diverse population of students the flexibility offered by online learning. |
T.H.E. Journal
August 2002
Jacqueline Keane |
Teacher vs. Computer. Where Educators Stand in the Technology Revolution Instructional technology and the World Wide Web offer powerful teaching resources that provide educators with a limitless wealth of information and shared professional practices. |
