Recent Stories From This Author
June 14, 2013
Rules, as they say, are made to be broken. Yet as financial planning has grown as a profession, collective thinking has coalesced around a few solid pieces of advice. A panel at the Morningstar Investment Conference on Friday set out to debunk some of those rules and establish new guidelines. Here are a few of the biggest myths they tackled.
June 13, 2013
Despite a challenging environment in the hunt for yield, three prominent money managers told advisors and investors that it is possible to do better than the historically low rates many have settled for.
May 30, 2013
Building a well-diversified portfolio requires some "real assets," which has some advisors examining investing in unique global commodities.
May 7, 2013
As advisors work to diversify client portfolios, they may need to pay more attention to the percentage devoted to emerging market equities versus emerging market debt.
May 1, 2013
Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.
January 30, 2013
Social media is starting to shake up the world of wealth management, but amid some big success stories, many advisors are unclear whether it’s worth their time.
January 29, 2013
Using its muscle to influence the debate as federal officials gear up to establish tighter regulations on the advisory world is the Financial Services Institute’s top priority this year, organization executives said Tuesday at the group’s annual conference.
January 1, 2013
The shaping of this year's list reveals plenty about the shifting dynamics of the RIA industry.
December 1, 2012
Hurricane Sandy swamps our annual tech issue, leaving us stranded - but we're rescued by technology
November 2, 2012
Amid the abrupt resignation of CFP Board chairman Alan Goldfarb and allegations of improper disclosure, veteran planner Nancy Kistner takes over leadership of the organization.
November 2, 2012
Two members of CFP Board’s disciplinary and ethics commission also resigned; chairwoman-elect Kistner will start her term early.
November 2, 2012
Alleged violation centers on how his compensation was reported, he tells Financial Planning. ; CFP Board says Goldfarb ‘is not correct’
November 1, 2012
A catalog of some of the nation's top planning schools is a resource for both planners-to-be and today's advisors
October 5, 2012
The Retirement Income Industry Association recognized the best marketing and thought-leadership in the industry during its annual conference
October 2, 2012
On top of a $180 annual fee, the CFP Board's 67,000 members are also each paying a $145 surcharge for the promotional campaign, which includes advertising on NPR and in major consumer publications.
October 1, 2012
Big changes to the continuing education requirements for planners are expected next month following a meeting of the leadership of the CFP Board.
October 1, 2012
Advisors flock to the Financial Planning Association annual conference to rub shoulders with and learn from peers with big client rosters and multibillion-dollar assets under management. But more than 100 attendees of the nearly 2,000 planners here have a far more modest AUM: zero.
October 1, 2012
Securities America works to keep and attract advisors by fashioning itself as a leader in retirement income distribution.
October 1, 2012
Who's at the forefront of the shifting dynamic of planning? The 2012 Influencer Award winners.
September 1, 2012
FP's new Retirement Advisor Confidence Index will help planners gauge industry business conditions
