Soul at Work
- Financial Planning Needs a Conscience. Hughes, Charles G. // Journal of Financial Planning;Aug1999, Vol. 12 Issue 7, p98
Provides information on the role of conscience of financial planners in the financial planning profession. Definition of a conscience; Importance of attitude and conscience for financial planners; Reasons for developing a conscience among financial planners in the business.
- Overcoming the hurdles to financial independence. Rosenthal, Burk // Business Press;5/26/95, Vol. 8 Issue 4, p18
Opinion. Presents ways to accomplishing your goals by dedicating yourself to a specific agenda. Barriers hindering financial success; Information on investments and taxes.
- ...and planners practice what they preach. // Best's Review / Life-Health Insurance Edition;Jul98, Vol. 99 Issue 3, p96
Reports on a study conducted by the Certified Financial Planner Board of Standards which found that 90 percent of certified financial planners in the United States have a financial plan. Certified financial planners' sense of security about their financial future.
- Handling the hot air of inflated expectations. Longo, Tracey // Financial Planning;Aug97, Vol. 27 Issue 8, p116
Presents tips to financial planners in the United States on how to deal with greedy clients. Management of investors' expectations; Flow of money into mutual funds; Steps taken by mutual fund companies to promote a balanced, diversified approach to investing; Warning against stock market...
- Success: Enjoy it, but don't take it for granted. Ruhlin, Peggy M. // Financial Planning;Aug97, Vol. 27 Issue 8, p158
Warns financial planners in the United States against complacency in the way they conduct their business. Failure of Nickleby's which won the American Booksellers Association award in the 1990s; Importance of pricing; Role of the International Association for Financial Planning.
- Liquidity rules. Freeman, Peter // Bulletin with Newsweek;11/03/98, Vol. 117 Issue 6147, p46
Presents information for Australian investors on how to rebalance their portfolios to lift cash holdings in response to a fluctuating market in the late 1990s. Three issues to consider, safety, returns and convenience; Robet Lipman of Ord Minnett Investment Planning and his suggestion to use...
- Is Anybody Listening? Haas, Donald Ray // Advisor Today;May2002, Vol. 97 Issue 5, p86
Discusses the significance of listening skills to financial advisors. Comparison of the average rates of speaking and listening; Importance of active listening; Recommendations.
- Small losses, major pains. Gentile, Gary // Financial Planning;Oct98, Vol. 28 Issue 10, p47
Discusses how financial managers view investments in Asia. View of Mark Balasa, a Certified Financial Planner licensee; Comment from Bernard Horn, manager of the Polaris Global Value Fund in Boston, on Japan's economy; What Bill Wilby, manager of the Oppenheimer Global Fund, thinks about Asia.
- Policing Planners. Eccleston, James // On Wall Street;Apr2000, Vol. 10 Issue 4, p76
Focuses on the Code of Ethics and Professional Responsibility adopted by the Certified Financial Planner (CFP) Board of Standards. Seven areas covered by principles; How the CFP Board of Standards enforces the rules.