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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 March 2011 Richard B. Wagner |
'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges. |
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 June 2012 Richard B. Wagner |
A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it? |
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 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 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 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 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 February 2012 Richard B. Wagner |
Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies. |
Financial Advisor November 2005 Richard B. Wagner |
It's a Heart Thing... Obviously, our craft is important. As financial advisors, we have significance because we help other people have better lives, and we help them and our society work with the money forces. |
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 August 2005 Richard B. Wagner |
"00" Interior Skills Movie villains are obvious. In real life, with real money, villains parade as really, really nice guys. When fiduciary advisors can generate trust and confidence and have superior knowledge, they have genuine power over others--whether or not they deserve it. |
Financial Advisor February 2009 Richard B. Wagner |
Hyperbole? Really? Using hyperbole to talk about our professional destiny is no crime, especially in light of the problems financial advisors face today. |
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 Planning October 2, 2007 Michael Dubis |
The Fiduciary Test As a financial planner, are you really on your clients' side? Ask yourself some of these tough questions. |
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 May 2007 Richard B. Wagner |
When They're 64 What kind of changes are in store for the financial advisory profession? |
Financial Planning February 1, 2010 Deena Katz |
Our Cosmic Glue Competing ideas may pit financial advisors against one another, but a much more powerful force should unite them, which is the desire to serve clients well. |
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. |
Financial Advisor November 2010 Richard B. Wagner |
Let's Chat Because the phrase "my money" is an oxymoron. |
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. |
Investment Advisor January 2010 Bob Clark |
Clark at Large: The Riddle of the CFP Board Have you ever wondered what those folks at the Certified Financial Planning Board are thinking? |
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 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 September 2006 Bob Clark |
Clark at Large: Board to Death: Reloaded Think the Certified Financial Planner Board had gone mainstream? Think again. Here's a recap of Board CEO Sarah Teslik's recent off-the-wall comments. |
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. |
Investment Advisor February 2010 Bob Clark |
Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession. |
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 May 2005 Rebecca Pomering |
How To Be A Good Boss Nourishing successful employees will help you business to succeed. Here are ten strategies to help you cultivate your employees. |
Investment Advisor May 2007 Bob Clark |
We Win, Sort Of How the FPA can make the most out of its upset victory over the SEC. |
Knowledge@Wharton |
Is Behavioral Finance a Growth Industry? The subdiscipline of behavioral finance has gained ground over the last half-decade. The idea is simple: Investors are not as rational as traditional theory has assumed, and biases in their decision-making can have a cumulative effect on asset prices... |
HBS Working Knowledge February 21, 2005 Khurana & Nohria |
Is Business Management a Profession? If management was a licensed profession on a par with law or medicine, there might be fewer opportunities for corporate bad guys, argue Harvard professors Rakesh Khurana and Nitin Nohria, and research associate Daniel Penrice. |
Investment Advisor December 2005 Bob Clark |
Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out. |
Financial Advisor April 2008 David Drucker |
Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession? |
Investment Advisor June 2007 Bob Clark |
Mr. Keller Goes to Washington Some suggestions to the CFP Board's new CEO: Belly up to the bar on the fiduciary thing, already... You can't be a CFP and a registered rep or an insurance agent at the same time... etc. |
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. |
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 Advisor June 2008 John E. Grable |
The Engineer, Professor And Planner The allegory that follows is presented to all practicing financial planners in the hope of furthering the discussion of professionalism in the industry. |
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 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 January 1, 2006 |
2006 Movers & Shakers These eight professionals are shaping the future of the financial planning industry: Jim Barnash... Michael Kitces... Richard Lee Jr... Kyra Morris... Lou Stanasolovich... etc. |
Financial Advisor March 2012 Donald B. Trone |
Defining 'Fiduciary' In Three Dimensions It means different things to different advisors, depending on their registered status, experience and background. What is clear is the need to continue to build consensus around what the term means to the industry. |
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 Planning May 1, 2010 Bob Veres |
In Their Own Words A fiduciary standard would be an important and powerful protection for the American consumer, and a giant step forward in the evolution of the financial advisory profession. |
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 Planning January 5, 2008 Glenn G. Kautt |
Are You Certifiable? As regulators turn up the heat on the planning profession, can you meet the highest fiduciary standards available today? |
Financial Advisor September 2011 |
Letters A Different View... Reflections On The Profession... |