10 Questions with...Alexandra Armstrong, CFP® on 'Firsts,' Financial Planning's Future, and the Fain Award

October 2004
Journal of Financial Planning;Oct2004, Vol. 17 Issue 10, p12
Academic Journal
This article presents an interview with Alexandra Armstrong, chairman of Armstrong, MacIntyre & Severns, on her career in the field of financial services. Armstrong started with Ferris & Co., a regional brokerage firm based in Washington, D.C., where she grew up. What was very unusual about Ferris, according to Armstrong, was that when she started there in 1961 as a secretary and research assistant, about 25 percent of their stockbrokers were women. That was almost unheard of at the time. After her first years as a research assistant, she began working more with clients and was in a joint partnership arrangement where she received a percentage of revenue. By the 1970s, clients were asking about wills, estates, retirement planning, and college funding, and Armstrong kept thinking that there had to be a way to gain more of that knowledge. In 1976, Money magazine began publishing, and in one of its early issues, it ran a small column that mentioned the certified financial planner (CFP) course. After she received the CFP designation in 1977, she was featured in a Money article about hot careers with a future, and financial planning was one of them. It was wonderful publicity and a great boost to her career and visibility, she said.


Related Articles

  • In Good Times . . . and Bad. Thompson, Christine J.; Papp, Rosellen C.; McMahon, Brian // On Wall Street;Apr2004, Vol. 14 Issue 4, p102 

    Discusses the approaches of some leading fund managers to tax-efficient investing and the funds they manage. Fidelity Advisor Municipal Income Fund; Pioneer Papp America-Pacific Rim Fund; Thornburg Investment Income Builder Fund.

  • Independent's Day. Korn, Donald Jay // On Wall Street;Sep2005, Vol. 15 Issue 9, p4 

    Forecasts a good business for independent registered investment advisers (RIA) as of September 2005. Definition of independent RIA; Rate of the increase of registered advisers in the U.S. since 2002; Percentage of the RIA registered with the U.S. Securities and Exchange Commission that are not...

  • To fee or not to fee: Pricing policies in financial counseling. Mazzoli, Camilla; Nicolin, Gianni // Financial Services Review;Winter2010, Vol. 19 Issue 4, p307 

    Pricing represents a key variable in the financial advisory industry. For this reason we investigate the possibility of identifying the type of advisory provided by making use of the pricing policy that advisors adopt in the United States and Italy. The prevalence of 'opaque' forms of...

  • The Rest of the Story. Wagner, Dick // Journal of Financial Planning;Apr2004, Vol. 17 Issue 4, p18 

    The article comments on financial planning as a profession. The author reminisces about the years he has been in financial planning. He admits that when he entered the profession, he was mainly just trying to understand the financial planning profession and his life with it. He relates how a...

  • Bruised but not beaten. Taylor, Mike // Money Management;12/11/2008, Vol. 22 Issue 47, p12 

    The author reflects on the performance of the financial services industry of Australia in the year 2008. He claims that 2008 has been a landmark year not only for the industry but for the global financial services sector as well. He says that this is the year when the biggest names in...

  • FSC points to TASA disadvantage for planners. Taylor, Mike // Money Management;4/25/2013, Vol. 27 Issue 15, p4 

    The article reports on the disadvantages of the Tax Agent Services Act (TASA) to financial planners according to Financial Services Council (FSC).

  • Intra-fund advice no threat to planners: Shorten. Pokrajac, Milana // Money Management;4/21/2011, Vol. 25 Issue 14, p4 

    The article reports on the assurance of Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation, that the intra-fund advice services is no threat to financial planners in Australia as they cannot sabotage the businesses of planners.

  • 25-30% Growth is 'Doable,' Fidelity Says.  // Research;Feb2010, Vol. 33 Issue 2, p24 

    The article reports on the growth of independent stock brokers helped by Fidelity Institutional Wealth Services in the U.S. The company has assisted brokers who have changed to independent in 2009 including those who started a registered investment advisor (RIA) firms, joining an existing RIA...

  • Planner, Concierge….  // Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p29 

    The article focuses on the extra services provided by financial planners and stockbrokers in the U.S. An article form the "St. Petersburg Times" reported how financial planners and stockbrokers provide advice in areas not exactly covered in the Certified Financial Planners course work. It was...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics