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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 July 1, 2008 Bob Veres |
Market-Based Withdrawals A new report takes the discussion of sustainable withdrawal rates into an entirely new realm, quantifying what retirees will have to live on when they begin drawing down their portfolios, and offering a promising method for keeping that number reasonable, safe and generous.  |
Registered Rep. October 7, 2011 Stan Luxenburg |
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies.  |
Financial Planning January 1, 2009 Stacy Schultz |
Serving Their Own Financial planners spend much of their time preparing members of the 78 million-strong baby boom generation to retire in the coming decade or two. But many of them overlook the fact that the majority of planners are boomers themselves and are seeking to exit the business.  |
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.  |
Registered Rep. May 31, 2013 Megan Leonhardt |
Cold Call: Michael Kitces Michael Kitces, Research Director of Pinnacle Advisory Group talks about business plans for advisors.  |
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 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.  |
Investment Advisor September 2007 Elizabeth D. Festa |
Young Rebel With a Cause Among the younger generation of financial planners, Aaron Coates of Compass Wealth Advisors in Elkhart, Indiana, is a visionary.  |
BusinessWeek July 3, 2008 Lynn O'Shaughnessy |
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic.  |
Financial Advisor October 2005 Gregory Bresiger |
Expect The Unexpected In Retirement Planning History can be dangerous for retirement planners offering portfolio longevity advice. Even when they're right about the long term, they can be very wrong in the short term, with disastrous consequences for the health, or even the survival, of a retirement portfolio.  |
Investment Advisor May 2006 Angie Herbers |
The Fast Track: Ulterior Motives What young financial planners need is the opportunity to discuss their ideas, challenges, frustrations, and goals with someone who is willing to listen.  |
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 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.  |
Registered Rep. May 1, 2012 Diana Britton |
Comings & Goings: May 2012 Raymond James named Erik Fruland as chief operating officer... M. Kitces has been named a partner at Pinnacle Advisory Group... Matt Lynch has landed at Tiburon Strategic Advisors...  |
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.  |
Financial Advisor November 2012 Karen DeMasters |
FPA Membership Slide Stabilizes A free fall in the Financial Planning Association's membership over the last few years has stabilized, and the organization's new leaders say they're hopeful a turnaround is in the offing.  |
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 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 December 1, 2010 Donald Jay Korn |
Youth Movement Some planners are taking steps to maintain their client and asset bases. They are building a stream of clients who are in their mid-thirties to their mid- forties now. These individuals may be about to hit their peak earning years, and they will be high-net-worth individuals in the future.  |
Financial Planning May 1, 2010 Donna Mitchell |
The Analyst William P. Bengen's work created a whole new financial planning subject-retirement income planning, now at the top of the industry's agenda.  |
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.  |
Investment Advisor August 2005 James A. Barnash |
Train the Young, Build an Industry The Financial Planning Association's president argues for more mentorship in the industry.  |
Financial Planning December 1, 2009 Dan Moisand |
Under My Rule of Thumb The withdrawal rate attempts to answer the question, How much money can a client spend in retirement without fear of running out of money? The 4% rule of thumb doesn't seem to always apply anymore.  |
Investment Advisor November 2006 Angela Herbers |
Operation Ownership One of the major failings of the independent advisory industry has been the reluctance of advisors with established practices to extend ownership to junior professionals who helped them attain their success.  |
Financial Advisor December 2010 Jeff Schlegel |
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist?  |
Registered Rep. January 1, 2007 John Churchill |
60 Seconds with...Nick Nicolette (FPA President, 2007) An interview with the Sterling Financial Planning principal and new president of the Financial Planning Association.  |
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 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.  |
Registered Rep. September 25, 2015 Mark Miller |
Income Growth and Lifestyle Creep How much will your working clients' income grow during the course of their careers, and how much of that growth can you safely bake into their financial plans?  |
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.  |
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 May 2007 Karen DeMasters |
Fast Forward Financial Planning Association programs aim to build the profession of the future.  |
Financial Advisor March 2012 Juliette Fairley |
Advisors Take Fund Research Into Their Own Hands Last year, the ARGI Financial Group, a Louisville, Ky.-based advisory firm with $400 million in assets under management, decided to take a new approach to researching mutual fund companies -- go directly to the source for information.  |
Financial Planning September 1, 2007 Marshall Eckblad |
NexGen: The Sequel Members of the Financial Planning Association's NexGen group are in greater demand than ever. Keeping the young planners happy requires some savvy.  |
Registered Rep. September 10, 2007 Kristen French |
FPA Helps Firms Comply With B/d Exemption Ruling The Financial Planning Association is making an effort to help brokerage firms and their advisors comply with the D.C. Court of Appeals ruling that killed the broker/dealer exemption and fee-based brokerage accounts.  |
Financial Advisor July 2011 Dan Moisand |
Is There A Safe Savings Rate? New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.  |
Financial Planning June 1, 2012 Bob Veres |
Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.  |
Financial Advisor June 2010 Eric Uhlfelder |
Making It Last It's easier to contribute to retirement accounts than it is to manage them for withdrawals.  |
Financial Advisor March 2011 Andrew Gluck |
Members Only Good intentions and strict rules may have backfired for the Financial Planning Association at a time of change.  |
The Motley Fool September 3, 2009 John Rosevear |
This Man Can See Your Financial Future And he knows that your retirement assumptions about how much money you can withdraw might not be accurate.  |
Financial Advisor December 2003 Raymond Fazzi |
Planners Urged To Raise The Bar The Financial Planning Association's conference focuses on responsibility, education and teamwork.  |
Financial Planning January 1, 2007 Elizabeth O'Brien |
The Other Diversification Financial planners take steps to increase minority participation in the industry.  |
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.  |
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.  |
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.  |
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 Advisor April 2004 Raymond Fazzi |
Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge.  |
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 Advisor February 2009 David J. Drucker |
Who's Got Middle America's Back? Middle-class citizens have usually come second in the financial services world. Is that finally changing?  |