The Financial Planning Association’s annual industry conference was held recently in Seattle, Washington and according to the attendees was one of the best conferences in years. More than 40 financial planners gathered from 20 countries around the world to rub …
The career path for aspiring financial planners has been widening over the last several years as more advisers are choosing to break into the profession through academia as opposed to enrolling in extensive training programs run by brokerage houses. Traditionally, …
Niche practices have not traditionally been one of the financial planning industry’s strong suits. But the buzz that has been generated over the last several years is that things are going to change in that regard. There’s an increasing number …
Like any good business professional, financial planners are constantly looking for ways to market themselves and expand their business. Word of mouth has long been one of the most significant ways for businesses and professionals to market their trade, and …
Now more than ever, financial planners are being cautioned not to ignore veteran benefits when working with those individuals who have served or are serving in the United States military. Today in this country there are more than 20 million …
With summer in full swing there are no financial classes and the financial advisory business is in slowdown mode due to summer vacations. This makes it the ideal time to pick up a good book and get to reading. But …
There are many financial professionals out there in various areas of specialization dedicated to helping clients manage their money. Accountants, financial planners, investment advisors and stockbrokers may all fit the bill, depending a client’s needs. Here we will take a …
For the past several years there has been a growing need for financial planners across the country, and the higher education community is taking steps to address that need. With the baby boomer generation entering retirement – including financial planners …
Helping individuals prepare for their financial future can prove to be an exciting and rewarding career path. Being a certified financial planner (CFP) involves helping people with their personal and professional finances in a variety of ways. The first and …
One of the more persistent public conceptions of financial planners is that they are primarily for the rich, famous, and those with a lot of money. Even some upper middle class individuals may make use of financial planning services. But, …