- May checklist: Organize your financial life. // Consumer Reports Money Adviser;May2010, Vol. 7 Issue 5, p3
A chart is presented showing a May checklist for organizing one's financial life, including reviewing the estate plan, backing up data and taking advantage of seasonal sales.
- THE LION'S SHARE. // Financial Planning;Oct2011, Vol. 41 Issue 10, p28
A table is presented that offers information on the assets under management (AUM) of financial planning practices in 2010.
- Snapshot. // Money Management;8/6/2009, Vol. 23 Issue 28, p2
A pie graph is presented that depicts the people's response regarding the Australian federal government's provision of intra-fund financial advice.
- Dealer Group Snapshot. // Money Management;11/19/2009, Vol. 23 Issue 43, p2
A chart is presented that shows rates of answers from respondents concerning the need to change the underlying business models by financial planning dealer groups.
- SNAPSHOT. // Best's Review;Jun2007, Vol. 108 Issue 2, p18
A graph is presented depicting the result of a survey on the source of financial advice received by retirees in the U.S.
- Largest Indianapolis-Area Financial Planning Firms. // Indianapolis Business Journal;1/7/2013, Vol. 33 Issue 46, p18A
A chart is presented that lists the largest financial planning firms in Indianapolis, Indiana which include Edward Jones & Co. LP, WestPoint Financial Group and Morgan Stanley Wealth Management.
- Up & Comers. // Financial Planning;2009 Independent Broker-Dealer, p38
A chart is presented that lists the new and coming broker-dealer companies.
- Total Revenues. // Financial Planning;Aug2011 Independent Broker-Dealer, p41
A chart is presented that lists the top 50 financial planning firms for 2010 according to total revenues including LPL Financial, Ameriprise Financial Services, and Raymond James Financial Services.
- Corporate Staff. // Financial Planning;Aug2011 Independent Broker-Dealer, p51
A chart is presented that shows the breakdown of corporate staff of the top 50 financial planning firms in 2010, including American Financial Services, Raymond James Financial Services, and LPL Financial.