From the September 2008 issue of Investment Advisor • Subscribe!

September 1, 2008

Group Think

?- The CFP Board has hired Marilyn Mohrman-Gillis as managing director, Public Policy, effective August 18. Mohrman-Gillis will be responsible for developing and overseeing CFP Board's advocacy initiatives. Most recently, she was an independent consultant working extensively with non-profit organizations on public policy and governance issues...

?- The Financial Planning Association added David Cohen, a former supervising attorney with the Wisconsin Division of Securities, to its Washington, D.C. team. Also joining FPA is Phillips Hinch, whom most recently was a tax specialist with the U.S. Chamber of Commerce. Both Cohen and Hinch will become registered lobbyists, bringing to four the number of permanent lobbyists that FPA has on staff to serve as advocates for the financial planning profession on Capitol Hill...

?- Stephen Mitchell was named COO of the Retirement Income Industry Association (RIIA). Mitchell, formerly with Merrill Lynch and responsible for the Merrill Lynch Advice Access program and Merrill Lynch Retirement Income Services, will be in charge of the day-to-day management of RIIA's various committees...

?- The American College has selected Reginald Rabjohns, president, Rabjohns Financial Group, and Frederick Sievert, retired president, New York Life Insurance Company, as the 2008 recipients of its Huebner Gold Medal. The award is the highest honor bestowed by The American College and is named for the founder of the College, Dr. Solomon Huebner. The medal honors those whose support of the College and its programs, and whose dedication to education and professionalism have been of particular meaning to the mission and progress of the institution...

?- The FPA and Janus announced the winners of the 2008 Financial Frontiers Awards competition, which showcases research papers that present new ideas and practical solutions for financial advisors and their clients. Awards are given in two categories: financial techniques and financial concepts. In addition, an Editor's Choice Award is given to authors who had particularly outstanding work published in the Journal of Financial Planning over the past year. "The Hedonic Pleasure Index--An Enhanced Model for Spending Inflation," by James Shambo took top honors in the Financial Techniques category. Shambo is a CPA and president of Lifetime Planning Concepts, Inc. in Colorado Springs, Colorado. This year's winner in the Financial Concepts category is, "Who Is Planning for the Planner?--Becoming Consumers of Our Profession," by Richard Kahler, who is president of Kahler Financial Group in Rapid City, South Dakota. Shambo and Kahler will present their papers at FPA Boston 2008, the Association's annual conference. As in years past, Janus will award $10,000 to each of this year's winners. Editor's Choice Awards were given to William Reichenstein, for "Calculating After-Tax Asset Allocation Is Key to Determining Risk, Returns, and Asset Location" (July 2007); Charles Robinson, for "A Phased-Income Approach to Retirement Withdrawals: A New Paradigm for a More Affluent Retirement" (March 2007); and William Coaker for "Emphasizing Low-Correlated Assets: The Volatility of Correlation" (September 2007). The deadline for next year's competition is March 3, 2009.

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