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Investment Advisor
October 2008 |
Group Think Don Pitti receives 2008 P. Kemp Fain Jr. Award... Federal court decision ruled against the IRS's position... NAVA, Inc. has a new president and CEO, Catherine Weatherford... Dallas Salisbury new president of the Alliance for Investor Education... Brian Singer Board of Governors of CFA Institute...   |
Investment Advisor
August 2007 |
Group Think The Financial Planning Association named E. Denby Brandon as the recipient of the 2007 P. Kemp Fain Jr. Award... The CFP Board has invited the public to attend a free Financial Planning Clinic... etc. |
Financial Planning
September 1, 2006
Marshall Eckblad |
On the Job: Executive Appointments Allianz Life Insurance Co. has promoted Dave Sipprell to president... The Financial Planning Association has named Linda Citroen managing director for marketing and communications... etc. |
U.S. CPSC
March 2, 2011 |
CPSC Chairman To Honor Consumer Product Safety Leaders CPSC Chairman Inez Tenenbaum today has established a new Chairman's Commendation Circle Award program to identify and honor people and organizations that have made significant contributions to consumer product safety. |
AFP eWire
March 31, 2009 |
AFP Honors Top National Donors and Volunteers for 2009 Recipients are nominated for demonstrating extraordinary generosity, innovation and leadership in all aspects of philanthropy. |
AFP eWire
February 5, 2007 |
AFP Honors Top Donors and Volunteers For 2007 Recipients are nominated for demonstrating extraordinary generosity, innovation and leadership in all aspects of philanthropy. The 2007 honorees include: Bernie Marcus... Joan and Howard Katz... Paul Marcus... Sobrato Family Foundation... etc. |
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. |
AFP eWire
February 4, 2008 |
AFP Announces 2008 Awards for Philanthropy Honorees Texas oil and gas entrepreneur and philanthropist T. Boone Pickens is just one of the recipients of AFP's 2008 Awards for Philanthropy, which recognize individuals and organizations for their extraordinary generosity, innovation and leadership in all aspects of philanthropy around the world. |
Financial Advisor
December 2003 |
Brown To Head New Brokerage Association Broker-dealers are moving ahead with their plans to exit the Financial Planning Association (FPA) and form an independent association of their own. Dale E. Brown, most recently associate executive director of the FPA, will serve as chief executive officer and executive director. |
Registered Rep.
November 16, 2007 |
FPA Elects New President The Financial Planning Association also six new members to its Board of Directors. |
Financial Advisor
May 2007
Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future. |
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. |
T.H.E. Journal
February 11, 2010
Bridget McCrea |
Overcoming the Learning Curve Teacher Tim Zavacki integrates technology into the curriculum by having students create photo essays that correspond with one or more of the five themes that Zavacki teaches in his semester-long course. |
Science News
February 4, 2006
Ivars Peterson |
Predicting Oscar In attempting to predict this year's Oscar winners, decision scientist Iain Pardoe turns to discrete modeling to help tease out the "who's best?" controversies that have often roiled the world of film. |
| T.H.E. Journal |
Consortium for School Networking is Seeking Nominations for Its 2005 Leadership Awards The 2005 Leadership Awards recognize individuals and teams who demonstrate an outstanding vision in employing information technologies and the Internet in K-12 education to transform learning. |
Investment Advisor
August 2006
Bob Clark |
Clark at Large: Out of Focus The FPA's Recommendations on Future Regulation needs clarification. |
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
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, 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. |
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. |
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. |
Chemistry World
April 22, 2013
Patrick Walter |
RSC takes top UK business award The Royal Society of Chemistry has received the prestigious Queen's Award for Enterprise for achieving substantial growth in its overseas scientific publishing business. |
Inc.
May 2007
Jennifer Gill |
Smart Questions: How to Vet a Board Member There's a lot of talk these days about the lack of independent directors on corporate boards. But it's not just a big-company issue. There should be at least one outsider on your board, too. Here's what to ask to get the right person in the chair. |
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. |
The Motley Fool
June 1, 2007
Selena Maranjian |
Ups and Downs for Women A new report on the progress of women in the workplace features some interesting results. Why does this topic matter to investors? Some studies suggest that having more women on a board of directors can lead to better governance. |
Investment Advisor
June 2006 |
Numerology During the 2003-2004 election cycle, the Financial Planning Association's PAC contributed $5,000 to federal candidates... As of March 31, 2006, the FPA has contributed $32,000 to federal candidates... etc. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
Investment Advisor
January 2006 |
Letters: Standards v. Membership Readers respond: While FPA is willing, even anxious to find common ground, FPA simply will not compromise its values or the profession's standards... Thanks for the Memories... etc. |
Financial Planning
November 1, 2011
Bob Veres |
The FPA's Dilemma A lot of former ICFP members are still experiencing a sense of loss, and the FPA has developed a slow leak in membership. |
Investment Advisor
December 2005
Kathleen M. McBride |
The History of Financial Planning It's been a rocky ride for planners over 25 years. Financial planning today has become less associated with any product or investment type at all and far more associated -- as it should be -- with individual investor planning and investor needs. |
Financial Planning
November 1, 2009
Marion Asnes |
Bookshelf In The History of Financial Planning, Brandon and Welch describe planning as a pursuit that rapidly evolved into an intellectual and business discipline full of vitality and idealism. |
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? |
Investment Advisor
January 2007
Robert F. Keane |
Catching up with... Nick Nicolette The 2007 President of the Financial Planning Association already has clear ideas about what the agenda for his term will be. Here's an interview. |
Financial Advisor
March 2011
Evan Simonoff |
Challenges Confront FPA Editor's Note: Like many associations, the FPA is not doomed, but it needs to rethink its value proposition. |
Investment Advisor
September 2008 |
Group Think The CFP Board has hired Marilyn Mohrman-Gillis... The Financial Planning Association added David Cohen... Stephen Mitchell was named COO of the Retirement Income Industry Association... The FPA and Janus announced the winners of the 2008 Financial Frontiers Awards competition... |
Investment Advisor
February 2009
Kara P. Stapleton |
Group Think The Certified Financial Planner Board of Standards releases proposed revisions to its Disciplinary Rules and Procedures... Financial Services Institute's Board elects Eric Schwartz chair... FPA Board of Directors approved creation of Diversity Scholarship Program for FPA conferences... |
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
May 2009 |
Groupthink Financial industry news: Financial Planning Association accepting nominations for 2010 Board of Directors... NAVA hires Lee Covington as senior VP... An initiative to educate key legislators on the issues facing the independent B/D community... |
U.S. Banker
May 2005
Holly Sraeel |
Managing for Change, Mentoring for the Future Executives who succeed in business often are influenced by those who had themselves been mentored. In the past, this rarely applied to women. That's what's different about business today. |
BusinessWeek
January 31, 2005
Louis Lavelle |
A Simple Way To Make Boards Behave Requiring directors to win a majority of votes would give shareholders more say. Investors at as many as 100 companies will vote on nonbinding shareholder resolutions urging those companies to adopt majority voting. |
Investment Advisor
April 2007 |
Group Think-April 2007 The SEC cuts fees charged to public companies... The NASD Investor Education Foundation launched a grant program... etc. |
Information Today
August 4, 2015 |
The Open Data Institute's Open Data Award Finalists Winners were chosen in five categories. |
AFP eWire
July 7, 2009 |
AFP Award Nominations Due July 15 There are some significant changes that were made to certain awards categories for AFP's 2009-2010 awards programs. |
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. |
HBS Working Knowledge
July 5, 2006
Joseph Hinsey |
Corporate Governance Activists are Headed in the Wrong Direction Corporate governance reformers are pushing the idea of majority voting for directors. But that solution won't produce the desired outcome. The answer? Keep CEOs and board chairs separate. |
HHMI Bulletin
May 2010 |
HHMI Investigator Sean Carroll Named Vice President for Science Education HHMI announced in April that Sean Carroll, an award-winning scientist, author, and educator, will become the Institute's vice president for science education. |
Financial Advisor
June 2012 |
FPA Chief Marvin Tuttle To Step Down In 2014 Tuttle, 57, announced his retirement in May at the 2012 FPA Retreat in Scottsdale, Ariz. |
CIO
December 14, 2010 |
Why Boards Need CIOs Suzanne Woosley, a veteran corporate board director, makes the case for CIOs as corporate advisors. |
HBS Working Knowledge
August 9, 2004
Lucian A. Bebchuk |
Bring Shareholders into the Board Room How can we improve board performance? One way is by reducing the extent to which boards are insulated from, and unaccountable to, shareholders. |
Financial Advisor
September 2004 |
Frontline News Schwab Announces Portfolio Center (Centerpiece) Pricing... NAPFA Starts Site For Selling Practices... FPA Challenges Broker-Dealer Exemption... Armstrong Named Fain Award Recipient... Schwab Transitions Retains Valuation Firm... etc. |
