1. Asset Management Also Involves Managing Personal Risks
(Matching tags: financial planning,investor behavior,investment strategies)

It’s important to grow client assets. It can be just as important to help clients manage personal financial risk. Such has become a new focus of the CFP® Board. In making the announcement, ...

2. Health Care Planning Is Quickly Becoming A Focal Point For Investment Strategies
(Matching tags: health care,investing,financial planning,healthcare)

There’s an issue about which your clients may be thinking and not disclosing when you meet. That’s the issue of healthcare. A recent survey by National Financial showed that fully half of imminent ...

3. NAPFA Panel Shows That The Bag Lady Syndrome Is Still Alive And Well, Even Among Successful Women
(Matching tags: women investors,financial planning,NAPFA)

... how investors need to be educated on the difference in investing and financial planning.  ...

4. A Practical, Low-Cost Approach To Helping Couples Resolve Conflicts Over Money And For Working With Clients Whose Behavior Does Not Match Their Goals 
(Matching tags: hehavioral finance,life planning,financial planning,client communications,investor behavior)

With many life-planning programs providing training to advisors to help them advise clients on the “soft side” of money, here’s a a simple but effective low-cost methdology for helping ...

5. Investors Wishing To Give Back Increasingly Need A Strategic Plan For Doing So
(Matching tags: financial planning,charitable giving,investment strategies)

Extending your planning services to the philanthropic side of things can help you earn more planning fees. Planned giving is becoming a growing need for investors of all asset levels. Even at the donor ...

6. Forget Everything You've Learned About MPT; New Academic Study Shows There Is A Free Lunch In Stock Investing
(Matching tags: global investing,investment strategies,index funds,value investing,risk,Wealth Management,investing,asset management,portfolio construction,financial planning)

Economist Robert Haugen, after researching risk and return at every stock market in the world from 1990 to 2011, is saying that the average return of the least volatile stocks outperformed the most volatile ...

7. Trusts For Special Needs Have Broader Management Needs
(Matching tags: client communications,financial planning,trusts)

Setting up a trust can ally many client concerns. They can also be only one piece of a much more complicated management picture. Take the case of a special needs child. Not only is money needed for future ...

8. Answers To Your Questions About The Retirement Management Analyst Designation
(Matching tags: investing for income,profession,retirement planning,annuities,financial planning,retirement income)

... and management, starting with the broad context of understanding the client’s needs, human capital, social capital, as well as financial capital.   The RMA℠ curriculum centers on structuring ...

9. I've Seen The Future Of Professional Wealth Management Software And Its Name Is inStream Solutions
(Matching tags: online financial advice,value proposition,Wealth Management,financial planning,practice management,Financial Planning Apps,advisor industry people)

 In 1974, rock critic Jon Landau, writing in Rolling Stone, said: "I've seen the future of rock 'n roll and its name is Bruce Springsteen." Well, I’ve seen the future of professional ...

10. Legacy Planning Is A Gateway To More Women Clients
(Matching tags: client acquisition,financial planning,investment strategies,marketing)

When it comes to leaving a legacy, women of all levels of wealth are ones who are most concerned. Women tend to associate money with feelings of security, freedom, and independence. They also tie the ...

11. Guest Post: Yodlee Is Offering Free Account Aggregation With An Investor Dashboard For Controlling Advisor Access; Another Sign Of Fee-Compression Coming
(Matching tags: differentiation,competitors,value proposition,RIAs,financial planning,CFP Board,account aggregation)

Heads up: Yoddlee is offering free acount aggregation now that let’s investors share their aggregated data with their financial advisors.  It’s ingenious. An investor signs up and sends ...

12. Here's A Chance For You To Participate In The Internet Movement To Improve Everything
(Matching tags: profession,investment fiduciaries,leadership,client education,financial planning,family offices,fiduciaries,Offbeat,investor behavior)

Here's a pre-written email financial advisors can send to local psychologists to get them to sign a petition to create a financial division at American Psychological Association.   If you're ...

13. CFP Board Creates Oversight Position
(Matching tags: CFP Board,financial planning)

In an effort to strengthen the CFP designation, the CFP Board has created a position to investigate infractions of the CFP’s Standards of Professional Conduct. Rex Staples, a former North American ...

14. Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?
(Matching tags: profession,investment advisors,financial planning,CFP Board,profitability)

“The revolution that began in December 1969,” according to the opening page of "The History of Financial Planning: The Transformation of Financial Services" (John Wiley and Sons, ...

15. Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP
(Matching tags: profession,financial planning,CFP Board)

 Wade Pfau, a CFA charterholder who holds a Ph.D in economics from Princeton and has written extensively about retirement planning, recently became the Director of Curriculum Development for the Retirement ...

16. Post-Recession Advisor Start-Ups Are Planning-Oriented, Niche-Focused, Relentless Prospectors
(Matching tags: financial planning)

The generation of independent advisors who started firms in and after the 2008-9 recession knew that it would take a lot more than simply announcing their certifications to get the assets rolling in.

17. Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation
(Matching tags: profession,retirement planning,annuities,financial planning,CFP Board,fiduciaries,retirement income,advisor industry people)

Is the Retirement Income Industry Association (RIIA) controlled by financial product manufacturers and distributors? Will RIIA's Retirement Management Analyst designation simply confuse consumers by adding ...

18. Preparing for Transition: Personal Financial Planning
(Matching tags: retirement planning,exit planning,enterprise value,financial planning,retirement income,business planning)

When looking to transfer power and ownership to second or third generations, the business owner must determine if the business will financially support this strategy. In other words, can the business support ...

19. Scottrade Giving Affiliated RIAs A Discount On MoneyGuidePro
(Matching tags: financial planning)

To woo more advisory firms to its custody platform, Scottrade is offering what amounts to wholesale pricing on MoneyGuidePro software.

20. Number Of Accountants Moving Into Planning Spikes
(Matching tags: financial planning)

About one in eight holders of the certified financial planner mark started out as an accountant, and there are a lot more CFP/CPAs waiting in the wings.  ...