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Financial Planning
October 1, 2011
Ilana Polyak |
The Influencers When we sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders.   |
Financial Planning
November 1, 2010
Marion Asnes |
The Influencers Please join me in a heartfelt congratulations to all of our 2010 Financial Planning Influencer Award winners. We hope to award you next year. |
Financial Planning
October 1, 2013
Scott Wenger |
Editor's Note: How Advisors Build Knowledge As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader. |
Financial Planning
October 1, 2012
Scott Wenger |
Editor's View: Architects of Change The Influencer Awards give us the chance to recognize a few financial planners for pushing the envelope for everybody else. Choosing among them was a happy problem. |
Registered Rep.
January 20, 2011
Diana Britton |
Young Fee-Only Planners Get a Foot in the Door David Grant recognized a need to focus on fee-only careers for people in their 20s and early 30s in particular, as people in this age range were getting sidelined. |
Financial Planning
October 1, 2013 |
Influencer Awards: See the Winners Our seven honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year s winners. |
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. |
Financial Planning
April 1, 2006
Pamela Black |
Industry notes: Schwab Awards The awards seek to hold out what really is excellent to the entire financial planning industry so firms can learn what the best of best are doing. It's a unique opportunity to highlight what these firms are like. |
Registered Rep.
May 20, 2011
Diana Britton |
NAPFA Highlights Opportunity for Younger Advisors Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y. |
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
July 1, 2013
Scott Wenger |
FPA's Michael Branham: Succession on His Mind The FPA s president says advisors of all ages should be thinking about the next chapter of their careers. |
Financial Planning
September 30, 2013
Charles Paikert |
Industry Leadership: Ron Carson Taking bold steps is one of the reasons why Ron Carson, chief executive of Omaha, Neb.-based Carson Wealth Management, is Financial Planning's Industry Leadership Influencer Award winner this year. |
Investment Advisor
November 2006
Kara Stapleton |
Group Think The Financial Planning Association announced the winners of its first-ever Heart of Financial Planning Distinguished Service Awards, recognizing those who engage in exceptional work and contribute to the financial planning community or to the public. |
Financial Planning
February 1, 2013
Dave Grant |
Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself. |
Financial Planning
May 1, 2012
Mason Braswell |
Young Bucks As more of the baby boomer generation heads toward retirement, their Generation Y kids are emerging as a client base to take seriously. |
Information Today
August 4, 2015 |
The Open Data Institute's Open Data Award Finalists Winners were chosen in five categories. |
Popular Mechanics
May 10, 2006 |
2006 National Hardware Show Editor's Choice Awards The most innovative, useful and noteworthy products on display at the Las Vegas Hardware Show. |
Financial Planning
August 1, 2012
Dave Grant |
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. |
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 Planning
August 1, 2013
Scott Wenger |
Editor's Note: For Pro Bono Award Winners, Different ROI Beyond the hard work of tax-advantaged strategies and complex trusts, we spotlight the good works of planners |
Bank Technology News
April 2011 |
The 2011 Innovators Awards Nominees are being accepted for The 2011 Innovators Awards. For the 10th year in a row, the magazine will honor the people, companies and technologies that are pushing the industry forward with their innovative thinking, strategies, products and implementations. |
Financial Planning
July 1, 2008
Jim Grote |
The Matchmaker A financial planner proposes a merger to a large regional accounting firm. Read on to hear how their marriage is working out. |
Financial Planning
March 1, 2011
Donna Mitchell |
Staffing: The Next Generation Early in the life cycle of a financial planning firm, once it grows beyond a few seasoned principals, comes the day you hire your first new young associate planner. It's an important step for your firm, and for the profession. |
National Defense
May 2011 |
AFEI Announces Annual Award Winners These awards recognize significant contributions and achievements of both individuals and organizations in advancing the state of policy and practice of enterprise architecture as an enabler of information advantage for the Defense Department. |
CRM
April 2005 |
The 2005 CRM Service Awards: Introduction A preview of CRM Service Awards recognizing excellence in customer service. |
T.H.E. Journal
September 2005 |
Ed Tech Awards & Contests The National Education Summit Committee will bestow the inaugural Inabeth Miller Learning and Technology Award... Full-time science instructors are encouraged to apply for the Vernier Software & Technology/National Science Teachers Association Technology Award... etc. |
Registered Rep.
May 26, 2011
Diana Britton |
Coming Into Money: Advisors Should Anchor Clients Clients that have just come into new money -- bequests, lottery jackpots, lawsuit settlements, among others -- can provide a challenge for financial planners, but it's up to advisors to anchor these clients and keep them stable. |
Financial Planning
August 1, 2012
Scott Wenger |
The Gift of Planning Imagine if every American had the benefit of consulting with a financial planner. The winners of this year's Financial Planning Pro Bono Planner of the Year Awards understand just how vital sharing this knowledge is. |
InternetNews
October 4, 2010 |
CEO Vision Awards 2010 Nominations Now Open Make your voice heard. Send us your nominations for the 2010 CEO Vision Awards. Deadline is Thursday, October 21. |
Financial Planning
November 1, 2012
Elson et al. |
Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot... |
On Wall Street
February 1, 2010
Gerri Leder |
Emerging From Crisis With the Three Rs The eventual winners will be those advisors who review, regroup and reform their assumptions. |
Information Today
October 2006
Barbara Brynko |
Caught in the Web 2.0 The final results of Information Today's first-ever People's Choice Awards. |
Financial Planning
August 1, 2007
Marshall Eckblad |
Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink. |
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. |
Financial Advisor
October 2012
Jeff Schlegel |
The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth. |
Registered Rep.
June 15, 2007
Kevin Burke |
Wachovia Extends Olive Branch to A.G. Edwards Reps. Will They Accept? Just 15 days after it announced it was buying A.G. Edwards, Wachovia Securities announced its retention package for A.G. Edwards reps. |
Teacher Magazine
May 2000
Jennifer Pricola |
Awards Application deadlines for awards, honors, and contests available to teachers |
Financial Planning
October 1, 2012
John J. Bowen, Jr. |
Elite Advisors' Best Practices: What Makes for a Successful Planner How do the best financial planners become successful? Developing a vision and a plan for your business takes focus, collaboration and consistency. And it s how the best performers enhance their success. |
Registered Rep.
February 29, 2012
Jerry Gleeson |
It's a Tough Route for Younger Advisors Anew report by Charles Schwab, which shows that advisors under the age of 40 are more likely than their older peers to feel pressure to grow their book of business, or to focus on selling proprietary products. |
Financial Planning
July 1, 2012
Scott Wenger |
Small Biz, Big Thinking Those who are on their own or run a small RIA practice have no doubt spent countless hours doing tasks - picking an office, choosing vendors, hiring assistants, etc. - that have nothing to do with being a CFP. |
The Motley Fool
January 21, 2009
Dan Caplinger |
And the 2008 Fool Awards Go to ... Who prevailed as the best and the worst of 2008? Read on to see readers choices for the winners of the 2008 Fool Awards. |
Information Today
September 3, 2009 |
Nominations Sought for 2009 AIIP Tech Award You are welcome to nominate any company or individual that produces information products (databases, web organizers, internet sites) to enter the competition. |
T.H.E. Journal
October 2000 |
Macromedia eLearning Innovation Award The first winners of the Macromedia eLearning Innovation Award, which recognizes authors of outstanding instructional content, are Smart Force and ExploreLearning.com... |
Investment Advisor
April 2008 |
Group Think The American College selected Carroll Walker as this year's recipient of the Samuel H. Weese Award... The Financial Planning Association is currently accepting nominations for its 2009 Board of Directors... |
Bank Systems & Technology
November 30, 2003
Cynthia Ramsaran |
BankOne Awards Top IT Suppliers Bank debuts award ceremony to honor solution providers for outstanding performance. |
Entrepreneur
January 2004
Catherine Seda |
Sweet Reward Web awards give your site a huge boost. |
T.H.E. Journal
November 2004 |
2005 HP Technology for Teaching Grant Initiative The program will award grants in cash and HP equipment to K-12 public schools and higher education institutions who are using mobile technology in innovative ways. |
Entrepreneur
March 2005
Aliza Pilar Sherman |
Getting Props There are many local, regional and national awards available for female entrepreneurs. So how do you get nominated, and what can winning these awards do for your business? Joining organizations is a surefire good start. |
Search Engine Watch
February 9, 2004
Sullivan & Sherman |
Search Engine Watch 2003 Award Winners Search Engine Watch has released its annual list of outstanding web search services for 2003. Your favorite search engine is among them, but there were also some surprises and controversial predictions for the coming year. |
Investment Advisor
September 2007 |
Group Think SEC Chairman Christopher Cox announced that two new organizational units will be formed within the Office of Investor Education and Advocacy: The Office of Policy and Investor Outreach... The Certified Financial Planner Board of Standards has allocated $456,063 in grant funding... etc. |
