The Role of the Planner in Start-ups: Angels, Advisors, Devil's Advocates
- Forecaster accuracy and other famous myths. Bourque, Ron // New Hampshire Business Review;7/26/2002, Vol. 24 Issue 16, p13A
Presents opinion on financial planning in the U.S. Role of financial advisers; Systems used by companies to forecast business.
- Clients for Sale. Jones, Brian T. // Financial Planning;Sep2003, Vol. 33 Issue 9, p136
Focuses on the importance of considering client's interest in financial planning business in the U.S. Quality of a client and planner relationship; Difficulties faced in the business; Possible solution to the retirement of financial planners.
- THE RISING VALUE OF YOUR BOOK. Black, Pam // Financial Planning;Mar2005, Vol. 35 Issue 3, p70
Observes the rise of sold financial planning practices in the U.S. Increase in the number of financial planning practices sold in 2004; Average sales price of financial advisory businesses in the country; Factors that motivated financial advisers to sell their financial advisory business.
- Heading for the Exits. Paikert, Charles // Financial Planning;May2014, Vol. 44 Issue 5, p49
The article discusses the opportunities offered to financial advisors of the expected move by around three million businesses in the U.S. to sell their operations in the next five years. According to Exit Planning Institute's Christopher Snider, financial planners and advisors can provide...
- New Risks For Advisors? Marsh, Ann // Financial Planning;Aug2013, Vol. 43 Issue 8, p39
The article focuses on the challenge facing U.S. financial planners in identifying where they stand amid the range of compensation models. It looks at the planning industry's struggle to require professionals to accurately, clearly and comprehensively disclose the way they earn money. It also...
- 10 years ago in the Profession. // Journal of Financial Planning;Nov2002, Vol. 15 Issue 11, p28
This article provides information on an experiment by IDS Financial Services, the largest financial planning firm in the U.S., to change its name to its parent company, American Express, as a way to attract more clients and to retain more of its financial planners, as of November 1992. IDS...
- Beyond Compliance and Boiling Frogs. Darwish, Ryan // Journal of Financial Planning;Feb2006, Vol. 19 Issue 2, p36
The article comments on ethical practices in the field of financial planning in the U.S. The author specifically emphasized that with regard to financial planning, an ethical code of conduct has been established. He concluded that mere compliance with professional and regulatory ethical...
- The Shift From Accumulation to Distribution: What It Means to You. Schulaka, Carly // Journal of Financial Planning;Dec2008 Supplement, p4
The article focuses on research conducted by the Financial Planning Association and Diversified Services Group Inc. on the effects that wealth accumulation trends have on financial planners and their business models in the United States. According to the research, 29% of financial planners...
- The Future of the Profession Is NexGen. Schulaka, Carly // Journal of Financial Planning;Sep2009 Solutions, p30
The article focuses on the relevance of NexGen Inc., a Financial Planning Association (FPA) community, in the creation of the financial professional in the U.S. The vision statement of NexGen is to ensure the transfer of wisdom and integrity to the next financial planners. It has been cited that...