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Financial Planning
November 1, 2012
Scott Wenger |
Editor's View: The Nation's Top Financial Planning Schools A catalog of some of the nation's top financial planning schools is a resource for both planners-to-be and today s advisors   |
Financial Planning
November 1, 2011
Suzanne Sataline |
Values-Driven Julie Anne Ragatz is a bubbly, expectant mother and academic who has managed to combine Thomas Aquinas, business scandals and a little family destiny into a unexpected career that she and the college hope will introduce greater integrity in the financial world. |
The Motley Fool
November 27, 2006
Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve. |
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. |
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 Planning
January 1, 2011
Donna Mitchell |
Spreading the News After being educated about the requirements for a CFP and the approach these planners take in offering financial advice, consumers say they are more likely to seek out a CFP for help with managing their money. |
Registered Rep.
March 1, 2008
Matt Oechsli |
Ph.D. In Sales Required People often neglect to factor in the importance of sales skills to the financial advisory-job market. |
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. |
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 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
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. |
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 Planning
November 1, 2012
Ann Marsh |
25 Great Schools For Future Financial Planners The academic landscape for financial planning is shifting rapidly. Here s where to find the next generation of advisors. |
Financial Advisor
November 2007
Karen DeMasters |
Fanning The Flames The Foundation for Financial Planning has been a bucket brigade that gets planners in touch with those in need -- not just of money, but advice. |
Financial Planning
September 1, 2007
Rick Kahler |
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they? |
Financial Planning
September 1, 2008
Bob Veres |
The Price of Going Pro Some financial advisors today believe that by striving to create a profession, they may actually be aiming too low. |
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. |
HBS Working Knowledge
October 8, 2007
Martha Lagace |
Management Education's Unanswered Questions Is management a profession? After more than a century of business education, it remains an open question. |
Financial Planning
May 1, 2007
Elizabeth O'Brien |
Advisor Pulse For all the specialized knowledge that financial planning demands, advisors selected "people and communication skills" as the top factor behind their success. |
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
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. |
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 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 Advisor
December 2010
Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? |
Reason
April 2003
Jacob Sullum |
Does Size Matter? As researchers have been pointing out for years, there is little reason to believe that hiring more teachers leads to better academic performance. A new study covering 84 percent of the country's public high schools provides further grounds for skepticism. |
Financial Planning
September 1, 2012
Scott Wenger |
Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions |
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. |
Investment Advisor
September 2005
Angela Herbers |
The Fast Track: Stoking Star Power If the FPA wants to truly train young advisors to build a profession, then perhaps they should first train the trainers, rather than unrealistically making us believe that training the next generation is not a "burden" we as financial professionals are obligated to bear. |
The Motley Fool
October 21, 2004 |
Red Flags for Advisors Financial advisors can save you big bucks, but choose them carefully. |
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? |
Investment Advisor
December 2006
Bob Clark |
Hope It Wasn't Something I Said The CFP Board's chance to rethink its role in the financial planning profession. |
T.H.E. Journal
September 2004 |
Election 2004: Evaluating Your Candidates Candidates should know that their constituents believe technology is an integral part of education. Following are some questions to consider asking prospective candidates running for all levels of office. |
Investment Advisor
February 2008
Angela Herbers |
Barring the Door How to stop training your (future) competition. |
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
April 1, 2005
Donald Jay Korn |
2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners. |
Financial Planning
July 1, 2012 |
Women Advisors Forum/Boston: Growing Networks The financial planning industry is waking up to the fact that women advisors possess unique skills they can leverage to build strong practices. |
Financial Advisor
November 2010
Joni Youngwirth |
Out Of Balance Should our industry take proactive steps to increase its number of women? |
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. |
Registered Rep.
March 9, 2007
Christina Mucciolo |
What's In a Name? If You Are a Fiduciary, a Lot. But Are CFP Certificants Fiduciaries? Financial planners who hold the Certified Financial Planning designation have been tussling with the CFP Board, which controls the CFP designation, over the designation's ethical standards. |
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. |
Financial Planning
December 1, 2010
Mary Quist-Newins |
Missing in Action As planners look to grow and ultimately transfer their businesses for maximum value, aligning team members with market opportunities is just common sense. This means actively recruiting and retaining more female financial planners. |
Financial Planning
June 1, 2012
Dave Grant |
To Grow, Think Small Niche marketing, by design, focuses on a small segment of the market. By choosing a smaller group to serve, you can become a specialist serving the needs of this population. |
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? |
Fast Company
September 2006 |
School Days Should for-profit companies run public schools? An entrepreneur and a principal weigh in. |
Financial Planning
April 1, 2013
Scott Wenger |
Editor's Note: Teaming Up for Small Business As entrepreneurial clients build their businesses, advisors should bring in specialists to maximize the value |
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. |
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 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
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. |
Registered Rep.
October 23, 2006
John Churchill |
Opulence (and a Wee Bit of Strife) at FPA Confab in Nashville Education and networking were on order at the recent annual Financial Planning Association conference. |
