A Practical Approach to Merging Your Clients' Money with Their Lives
- Dream Healers. Peck, Maureen // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p10
The article presents a letter from the editor of the "Journal of Financial Planning" concerning the May 2007 issue. Articles in the issue discuss the effects of terrorist attacks on the United States on September 11, 2001, on one woman's personal finances, ways in which financial planners can...
- Call and Response. Johnson, Thomas W. // Financial Planning;Nov2001, Vol. 31 Issue 11, p0
Focuses on the financial planning activities in the U.S. after the September 11 terrorist attacks. Actions taken by the Financial Planning Association on the industry's activities after the attacks; Award received by financial planner Deena Katz.
- FASB: Terrorist Attacks Not Extraordinary'. Koreto, Richard J. // Financial Planning;Nov2001, Vol. 31 Issue 11, p0
Reports on the decision of the U.S. Financial Accounting Standards Board to declare the September 11 terrorist attacks not an extraordinary event in 2001. Impact of the decision to financial planners; Position of Arthur Levitt, chairman of the Securities and Exchange Commission, on the decision.
- Taking Financial Planning to New Heights. Kahan, Stuart // Practical Accountant;Apr2005 Supplement, p10
The article focuses on Bernard M. Kiely, founder and owner of Kiely Capital Management Inc. in Morristown, New Jersey which is a fee-only investment management and financial planning firm. What probably galvanized Bernie Kiely and elevated him to the top tiers of financial planners were the...
- Dening Wu Lohez on Loss, Grief, Financial Insecurity, and Embracing Life. Lee, Shelley A. // Journal of Financial Planning;May2007, Vol. 20 Issue 5, p20
The article presents an interview with quantitative analyst Dening Wu Lohez, who is a candidate to become a certified financial planner. Topics discussed include what it was like to lose her husband during the September 11, 2001 terrorist attacks on New York City, when she started thinking about...
- Eternal Vigilance. Woods, David F. // Advisor Today;Sep2004, Vol. 99 Issue 9, p14
Comments on the connection of the National Association of Insurance and Financial Advisors (NAFA) in the United States to recollections of the September 11, 2001 terrorist attacks. Vigilance of NAIFA in Congress and state legislatures across the nation; Tax advantages enjoyed by insurance...
- Pro Bono Advice and New Directions. Thompson, Duane // Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p42
The article discusses the Financial Planning Association's plans to increase community service and pro bono advice among financial planners. The association began a pro bono service in the wake of the terrorist attacks of September 11, 2001, when it provided free advice to families of victims of...
- Managers Stumble onto Ground Zero. Pizzani, Lori // Investment Management Weekly;9/17/2001, Vol. 14 Issue 37, p1
Reports on the terrorist attacks witnessed by fund managers Bill D'Alonzo and Jeff Fields on September 11, 2001.
- THE COMPASSIONATE CONSEQUENCE CRISIS. Sheridan, Kevin // Advisor Today;Oct2001, Vol. 96 Issue 10, p14
Discusses the response of the National Association of Insurance and Financial Advisors (NAIFA) on the September 11, 2001 terrorist attacks in the United States. Determination of continuing the conduction of business of NAIFA and the industry; Need for sensitivity for members who have been...