June 2000
Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p28
Academic Journal
Provides statistics on various topics affecting financial planners in the U.S. Percentage of residents who moved from one home to another between March 1997 and March 1998; Number of households expected to have dual careers in the early 21st century; Estimate of the nation's millionaires as of June 2000 who are younger than age 55.


Related Articles

  • A Peek Inside the RIA Community...  // Journal of Financial Planning;Oct2005, Vol. 18 Issue 10, p24 

    This article focuses on Evolution/Revolution: A Profile of the Investment Advisory Profession, the 2005 report of the Investment Adviser Association and the National Regulatory Services about investment advisers registered with the U.S. Securities and Exchange Commission (SEC). SEC-registered...

  • Independence's Issues. GIACHETTI, THOMAS L. // Investment Advisor;Jun2010, Vol. 30 Issue 6, p58 

    The article discusses the regulatory and operational challenges regarding supervision and responsibility when it comes to the adoption of the independent broker/dealers (IBDs) model in the U.S. It claims that independent broker/dealers are having the difficulty of balancing their responsibility...

  • The Five Types of Leadership for Advisors. SCLAFANI, RAY // Investment Advisor;Jun2010, Vol. 30 Issue 6, p132 

    The article discusses the five types of leadership for financial advisors in the U.S. It claims that leadership for financial advisors manifests itself in different areas which include brand leadership, altruistic leadership, and business leadership. It defines leadership as a relationship and...

  • The Seed Investors Hedge Fund Opportunity. Lipnick, Bruce H. // Investment Advisor;Jun2010, Vol. 30 Issue 6, p148 

    The article focuses on the increase in the institutional investor demand for emerging hedge fund strategies in the U.S. It mentions the emergence of hedge fund managers seeking strategic capital and help with compliance, distribution, and new product development. It predicts that the next...

  • Local financial advisor lauded by magazines.  // Enterprise/Salt Lake City;10/18/2004, Vol. 34 Issue 17, p4 

    Deals with the inclusion of Nick M. Bapis among the leading financial advisors in the U.S. as of September 2004. Business publications which lauded Bapis; Highlights in his career.

  • Do What It Takes To Get Heard On Financial Reform. KENNEDY, DANETTE L. // National Underwriter / Life & Health Financial Services;7/20/2009, Vol. 113 Issue 14, p34 

    The article offers tips on how to financial advisors can express their voices about the proposed financial industry reform in the U.S. Advisors are suggested to contact their federal congressional representatives in both the Senate and House. They are advised to tell their senators and...

  • OPPORTUNITY IN CRISIS. SILVER, LARRY // On Wall Street;Feb2009, Vol. 19 Issue 2, p51 

    The article discusses several opportunities for financial advisors during the economic downturn. The author states that the crisis will make a stronger financial industry because it will create better advisors who will serve their clients with appropriate investment and financial planning...

  • A 'Lifestyle' Planning Network. Wenger, Scott // Financial Planning;Oct2013, Vol. 43 Issue 10, p18 

    The article presents an interview with Sheryl Garrett, founder of the Garrett Planning Network, a U.S. network of independent, fee-only financial advisors. She discusses her goal of focusing on making things as simple, appropriate, accurate and valuable as possible for advisors and their...

  • WHAT IS YOUR SIMPLE, REPEATABLE STATEMENT OF VALUE? Kuzmeski, Maribeth // Retirement Advisor;Feb2014, Vol. 15 Issue 2, p22 

    The article discusses the Simple, Repeatable, Statement of Value (SRSV), which is easy to remember for financial advisors in the U.S. Explained are the steps in building SRSV that consider questions like the financial advisor, the task of the advisor, the niche and the memorable work done by the...


Read the Article


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

Try another library?
Sign out of this library

Other Topics