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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. mark for My Articles similar articles
Financial Advisor
March 2011
Richard B. Wagner
'Thinking Big' About Our Work Advisors have a terrific upside if they can embrace the challenges. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
June 2012
Richard B. Wagner
A Challenge Beckons Individuals need Financial Planning 3.0. Are you ready to provide it? mark for My Articles similar articles
Financial Advisor
April 2010
Richard B. Wagner
Garden Of Knowledge The profession of financial planning needs more words to help people understand it. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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?" mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2012
Richard B. Wagner
Fish Soup Or Aquariums? Financial advisors are essential for creating optimal environments for individuals and societies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
Financial Advisor
May 2007
Richard B. Wagner
When They're 64 What kind of changes are in store for the financial advisory profession? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
November 2010
Richard B. Wagner
Let's Chat Because the phrase "my money" is an oxymoron. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
February 2010
Bob Clark
Clark at Large: Declaration of Independence Starting with fiduciary duty, I propose standards for a new profession. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Financial Advisor
September 2011
Letters A Different View... Reflections On The Profession... mark for My Articles similar articles