- 10 Questions: Doug Lennick on Moral Intelligence and the Value of Behavioral Advice. Schulaka, Carly // Journal of Financial Planning;May2013, Vol. 26 Issue 5, p12
The article presents an interview with speaker and author Doug Lennick of the consulting firm Think2Perform, formerly known as the Lennick Aberman Group. Topics discussed include using one's mind to change habits that have become fixed in the brain, why there are sometimes discrepancies between...
- Voice. // Journal of Financial Planning;Sep2004, Vol. 17 Issue 9, p12
This article interviews author Virginia Postrel on her views on dynamism, stasism, and the future of financial planners. Postrel became a business journalist, working at the Wall Street Journal and for Inc. magazine. She always was interested in political opinion journalism and particularly in...
- I Write, Therefore I Am. BOWEN JR., JOHN J. // Financial Planning;Sep2011, Vol. 41 Issue 9, p31
The article offers guidelines for financial advisors on becoming a writer to establish their credibility. It points out the importance of understanding what needs to be done and what to do to navigate the publication process. Particular focus is given to turning the process into a story, writing...
- Adviser fury as FCA says no to fee compensation. Norman, Tessa // Money Marketing;1/16/2014, p40
The article reports on the angry reactions among advisers who were overcharged by the Financial Conduct Authority by 118 million British pounds over the last five years, which was revealed by a consultation paper on regulatory fees and levies for 2014-15.
- Clarity sought on advice and guidance rules. // Money Marketing;10/24/2013, p10
The article reports on the request of financial advisers for the Financial Conduct Authority (FCA) of Great Britain to clarify the distinction between advice and guidance to make it easier for them to offer financial planning suggestions to customers with limited money to invest.
- Planners urged to be expansive. // Money Management;3/3/2011, Vol. 25 Issue 7, p4
The article reports on the need for financial planners to be expansive in finding returns for their clients in Australia.
- Planners shift to passive investments. Stewart, Tim // Money Management;9/15/2011, Vol. 25 Issue 35, p1
The article reports on the increasing recommendations of passive investments made by financial planners.
- CE QUIZ. // Financial Planning;Sep2009, Vol. 39 Issue 9, p124
A quiz about financial planning which were featured in the issue is presented.
- Commissions mask true cost of advice. // Super Review;Apr2010, Vol. 24 Issue 3, p3
The article cites a study from West Australian super fund GESB which shows that Australian consumers are questioning on the true cost of advice, in which almost half of them thought less than 500 U.S. dollars per year was appropriate for a five-year financial plan.