Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth
Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.
Capital Analysts Hires Former FPA President
Jim Barnash to develop branches, advisors; firm recruits large wealth manager, too.
The boomer benefits of true financial planning
Put five skilled, seasoned financial advisors around a table, ask them to speak their minds on a range of hot-button subjects related to financial planning,...
Ameriprise Adds to CFP Focus as Barnash Joins Firm in Chicago
Thanks to patience, persis-tence and some necessity, Ameriprise Financial has hired former Financial Planning Association chairman and president Jim Barnash, 52, to head up its...
Leading Lights of the Profession Slam CFP Board Proposals
A host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...
Strong Start for FPA Business Solutions Conference
The first-ever FPA Business solutions conference opened with a roar March 1, for 250 attendees at the Omni Hotel at Las Colinas in Dallas. FPA...
Rootin' Tootin' Straight Shootin'
Inaugural FPA Business Solutions Conference kicks off in Texas
Standards v. Membership
Bob Clark's article in the January 2006 issue focused on recent speeches given by FPA Chair Jim Barnash and FPA President Dan Moisand at FPA's...
Two Steps Back?
I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
An Outpouring of Support
Financial services organizations and firms step up to the plate