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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
BusinessWeek
July 3, 2008
Lynn O'Shaughnessy
Spending Safely Advisers now concede that fluctuating conditions make rigid formulas for drawing down savings unrealistic. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2010
Jeff Schlegel
Opening The Doors The industry needs to attract younger advisors, but do opportunities exist? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2007
Karen DeMasters
Fast Forward Financial Planning Association programs aim to build the profession of the future. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2003
Raymond Fazzi
Planners Urged To Raise The Bar The Financial Planning Association's conference focuses on responsibility, education and teamwork. mark for My Articles similar articles
Financial Planning
January 1, 2007
Elizabeth O'Brien
The Other Diversification Financial planners take steps to increase minority participation in the industry. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
April 2004
Raymond Fazzi
Social Insecurity Revisited Greenspan's remarks on Social Security cuts put advisors and clients on edge. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles