Financial Planners and Baby Boomer Widows: Building a Trusting Relationship
- Slow The Rush To Advisement. King, Carole Ann // National Underwriter / Life & Health Financial Services;2/19/2001, Vol. 105 Issue 8, p27
Assesses the implications of the growing popularity of financial advisement services among life insurance companies in the United States. Lesson learned from the financial planning industry; Problems facing the financial advisement industry; Suggestions to insurers.
- First Things First. Dyer, Phil; Kinder, George // Advisor Today;Sep2008, Vol. 103 Issue 9, p64
The article focuses on financial planning in the U.S. It cites the importance of creating a life plan for the clients before addressing his financial plan. It states that the financial-planning profession has undergone profound change, transitioning from a product-oriented, transaction-based...
- Trading Places. McGee, Suzanne // Financial Planning;Sep2008, Vol. 38 Issue 9, p59
The article discusses the move of planners, investment advisors, and other wealth managers to change firms in the U.S. It is noted that for many advisors, switching firms or launching their own shop can be dangerous, since clients can feel neglected or taken for granted. In addition, if the...
- The Hot Job of Financial Planning&hellip. // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p16
Comments on the article featured in "U.S. News & World Report" about financial planning. Popularity of the career in financial planning; Demand for financial planners in the banking, brokerage and mutual fund fields; Failure of the magazine to mention designations or licenses.
- Life Insurance & Leadership. // Retirement Advisor;Mar2014, Vol. 15 Issue 3, p20
The article offers information concerning life insurance as well as issues related to financial advisors in the U.S. It presents the findings of a study conducted by the research firm Cerulli revealing that nearly one-third of financial advisors fall into the 55 to 64 age range. Other critical...
- Serving the Underserved: Is There a Professional Obligation? Opiela, Nancy // Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p76
This article describes various pro bono work that U.S. financial planners offer to their clients. Spring Leonard, a certified financial planner of SBL Financial Enterprise in Norfolk, Massachusetts, often offers help free of charge. Certified Financial Planner Board of Standards Inc. president...
- When the Whole World is Your Client... Thompson, Duane R. // Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p32
This article explores the client engagements of certified financial planners in the U.S. In 1999, the Certified Financial Planner Board of Standards Inc. (CFP) adopted a revised definition of client, affirming that a practitioner is engaged when an individual reasonably relies upon information...
- AN ALTERNATIVE PERSPECTIVE ON INVESTMENT PERFORMANCE. DiMarzio, Angelo A.; Ritter, Thomas J.; Haire, David B. // Journal of Financial Planning;Jul93, Vol. 6 Issue 3, p129
In the 1990s, financial planners need to take a fresh look at methods for evaluating investment performance. We believe total return and shortfall deviation provide the most suitable performance criteria. Applying these criteria over a full market cycle will serve planners well during the next...
- Financial planners cash in on creative marketing techniques. Del Prete, Dom // Marketing News;3/14/94, Vol. 28 Issue 6, p8
Focuses on the strategies used by financial planners to market their practices. Description of hosting of a party for clients; Focus on sending of invitations for a free seminar; Distribution of a ready-made quarterly client newsletter.