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Take this job and love it: Financial planner ranks as fifth-best job
Financial planners have less stress, a better working environment and fewer physical demands than most other jobs. Hardly anyone makes more than they do, too.
Love conquers most
When it comes to marriage, love overcomes all — including money problems. Having no retirement savings, a…
Tuttle’s successor at FPA will face challenges
The yet-to-be-named successor to Financial Planning Association executive director and chief executive Marvin W. Tuttle Jr. will have…
Financial elder-abuse rampant
The tabloid newspapers and bloggers like nothing more than a messy fight involving a wealthy family. The…
Implementing internships: How to find an intern
Finding an intern can be the most daunting task an adviser faces in the process.
How advisers really use interns
Since InvestmentNews announced the launch of our Next Generation of Financial Advisers initiative, I have had a number of conversations about internships and how different types of advisory firms and brokerages actually use interns.
How to hire for attitude
Hire for attitude, train for skill. This motto was the mantra of the economic and hiring boon of the late 1990's.
Couples hedging financial bets by shacking up
Cohabitation on the rise, matrimony on the decline among younger generation; bad news for 'Say Yes to the Dress'
<i>InvestmentNews</i> to launch ‘Next Gen’ virtual career fair
InvestmentNews will launch a strategic initiative designed to introduce college students and young professionals to opportunities in the financial advisory business.
Advisers and clients view same market, see very different picture: Survey
Perceptions about capital markets diverge wildly
CFP Board eases up on advisers who go bust
Aims to end disciplinary proceedings against planners who declare bankruptcy
HNW clients might be OK with retainers, after all
Volatile markets haven't been friendly to those who employ asset-based advisory fees, but conventional wisdom says switching would be a hard sell ... or will it?
Business broker found right buyer as adviser began writing career
For David Drucker the reason for leaving the advisory business wasn't retirement but rather a change in career direction.
CFP Board to warn planners about declaring bankruptcy
Filing for protection from creditors could come back to haunt planners; sanctions, revoking of CFP mark possible
Mark Tibergien: Tips for becoming a top RIA
In this sit-down with Kelli Cruz, the director of research and consulting for IN Adviser Solutions, Pershing's Mark Tibergien discusses some of the major changes in the advisory industry - and offers suggestions on how RIAs can get the most out of their human capital.
Financial planning registers worldwide growth
Financial planning is growing as a profession around the world, according to an organization that sets standards for its practitioners.
Financial planners rebuffed by military
Thanks, but no thanks. That's the message a wary U.S. military is sending to financial advisers who want to offer free financial planning to active-duty servicemen and women.
CFP ads hit the airwaves, trumpet fiduciary duty
Campaign touting the value of certified financial planning designation set to run on ESPN, CNN and Fox News, among others
CFP Board launches awareness campaign with print ad
A multimillion-dollar campaign to encourage investors to use credentialed financial planners to manage their money launches this week with a print advertisement in three business magazines.
Family offices big on hedge funds: Survey
Typical family office invests more than a quarter of its clients' assets with hedge funds; share could be even larger
