‘Miracle on Ice’ Goalie Jim Craig Tells Advisors: Focus on Clients’ Dreams
In opener to FPA national conference, diversity and retirement awards are presented, while goalie for the 1980 Olympic hockey team regales attendees.
FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
New Hire Roundup: Foundation for Financial Planning Adds 4 to Board
Meanwhile, Brown Advisory has added a partner, and Mariner Wealth Advisors welcomes a senior wealth advisor.
Recognizing Veterans at Schwab Impact
Acknowledgement of those who served, donations to the Foundation for Financial Planning, and a call for help from the industry for returning veterans.
FPA to Honor Elissa Buie, Deena and Harold, Elaine Bedel
This year’s P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies
Publish and Perish?
Do we really need another book about financial planning?
FPA Outsources Pro Bono Work to Foundation for Financial Planning
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
Tarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
Ariely and Benartzi, Wagner and Buie Debate the Future of Advice in Investment Advisor's December 2010 Issue
Top advisors and related experts open up about the future of advice in Investment Advisor's December issue cover story.
What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets...