Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change
Brad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors’ money behavior (and conflicts).
Financial Planning Meets Therapy in New Grad Offering
Kansas State University is now offering a certificate in financial therapy that integrates psychological elements with personal finance.
Seen and Heard: Get the Word Out to Get Women in the Industry
Pershing's Kim Dellarocca, consultant Angie Herbers and others on how to boost the number of female advisors.
Edward Jones to Fund Series 7 Course for College Students
The firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
NAPFA Taps Leitz as National Chairwoman for 2-Year Term
Linda Leitz, co-owner of the fee-only financial planning firm It’s Not Just Money in Colorado Springs, will be NAPFA chairwoman for the 2013-2014 board term.
The Real Value of Risk Questionnaires
Conversations with Geoff Davey of FinaMetrica and Steve Atkinson of Loring Ward reveal the relationship-building value of client risk assessments.
Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long.
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?