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Financial Planning October 1, 2011 Scott Wenger	Due Influence The winners and runners-up of this year's Financial Planning Influencer Awards (p. 66) are proof that the industry is awash in innovative ideas to attract clients, build - and protect - client assets and practice profits, and guide the careers of younger advisors.
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, 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 January 1, 2007	Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc.
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 Planning January 5, 2008	Movers & Shakers 08 Here are the people who are staged to play a role in the upcoming transitions within the financial planning industry.
Financial Advisor January 2005 Eva Marer	Progress In The Profession Margaret Chow Stanner is one of the women who blazed a trail in the financial advisory field that others are now following.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Planning October 1, 2006 Marshall Eckblad	What's The Fuss About NexGen? The new generation of financial planners is smart, energetic, university trained -- and committed to invigorating your business. Here's why you should hear them out.
Investment Advisor May 2007	The IA 25 This year's list of the 25 most influential individuals in and around the planning profession: Mary Shapiro... Rudy Adolf... Robert Arnott... Mark Tibergien... etc.
Financial Advisor March 2008 David J. Drucker	Blueprint For Success Nowadays, an energetic financial planner can get up and running in three to five years. The industry has simply built a body of knowledge around starting an independent advisory firm and, independent planners have disseminated that knowledge freely.
Investment Advisor May 2006	Making the Future Happen The 25 most influential people in and around the investment advisory profession: Ron Roge... Dick Averitt... Tony Batman... Ben Bernanke... etc.
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.
Investment Advisor May 2010	Thirty for Thirty Our list of the 30 most influential individuals in and around the planning profession over the last three decades.
Financial Planning February 1, 2005 Ed McCarthy	The Next Generation of Advisers (and the Problem with Uncovering Them) There's still no tried-and-true path for those entering the financial planning profession.
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 Advisor December 2006 Jeff Schlegel	The Next Wave There is a quiet movement going on within the financial advisory industry: Young financial advisors imbued with a missionary-like zeal to spread the fee-only message are striking out on their own at a much earlier age than the prior generation.
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.
Financial Planning October 2, 2007 Suzanne McGee	Higher and Higher Today, there are more than 9 million Americans with at least $1 million to invest. Even for the best-prepared and best-educated advisor, a time may come when they need to consider whether continuing to work with their ultra-affluent client is in the best interests of both parties.
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 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 January 1, 2009 Bierck & Schultz	Movers and Shakers 2009 Change, both evolutionary and revolutionary, is the main theme on the 2009 financial industries calendar. Read this publication's choices for the movers and shakers of 2009.
Financial Advisor November 2003 Evan Simonoff	Contest For The Financial Planning Association's Soul Is the Institute of Certified Financial Planners's agenda for the new association (the product of a merger between the ICFP and the International Association for Financial Planning) winning?
Financial Advisor December 2010 Jeff Schlegel	Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?
Financial Advisor September 2007	Frontline News States Reevaluating Who Should Be Licensed... CFP Board Awards Grants to Eight Projects... FPA Recognizes Outstanding... Western Bank Buys Shine Investment Advisory... Outcry Over Sallie Mae and Private Equity... Virtual Experience... 401(k) Balances on the Upswing...
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.
Investment Advisor December 2006 James J. Green	The Conference Season The fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart -- The Financial Planning Association's meeting followed by Schwab Institutional's Impact show.
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.
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 Planning October 30, 2006 Elizabeth O'Brien	Testing the Glass Ceiling Women are working to raise their numbers -- and their profile -- in financial planning.
Financial Planning August 1, 2013 Ann Marsh	New Risks For Advisors? A recent CFP Board sanction highlights the challenge for planners in identifying where they stand amid the range of compensation models.
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.
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 October 2012 Jeff Schlegel	The Great Divide? An expectation gap between older and younger advisors might be hamstringing the profession's growth.
Financial Planning November 1, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Investment Advisor May 2006 Bob Clark	Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell.
Investment Advisor April 2008 James J. Green	Innovate and Differentiate Independent advisors and their partners are coming up with all sorts of innovative ways to efficiently deliver actual wealth management services to their high-net-worth clients.
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Investment Advisor October 2008 Angela Herbers	One Small (Big) Step The advisory industry has taken a giant leap forward in the past year. Attendees at this year's FPA NexGen conference clearly have made progress at getting small pieces of equity in their firms.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
Financial Advisor April 2004	Royal Alliance Ups Ante For OSJs Advisor Group Says Come One, Come All... Securities America Tests New Transition Options... Award Established To Honor Viragh... etc.
Financial Planning January 1, 2007 Elizabeth O'Brien	The Other Diversification Financial planners take steps to increase minority participation in the industry.
Financial Planning August 1, 2012 Donald Jay Korn	Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients.
Financial Planning November 1, 2012 Elson et al.	Hot Topics Rosy outlook for advisory firms... Changes coming for ce credit... Retirement sweet spot...
Financial Planning February 1, 2010 Donna Mitchell	The Deep Thinker Michael Kitces is changing how planners shape their practices-and their plans.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
On Wall Street January 1, 2013 Elizabeth Wine	10 Power Players for 2013 On Wall Street profiles the most influential personalities in the advisory industry this year.
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 October 2008 Eric Rasmussen	Rending Fences For more than 20 years, advisor Kathleen Miller has been helping women (and men) from riven marriages figure out a rational way to put their financial houses back in order.
Investment Advisor February 2009	The Future Is Now The independent advisory family is dealing with a disaster that has shaken it to its core. Having survived a brutal 2008, the future looks dim, and many advisors are frustrated at best with the present, and despairing at worst over the future.