FSP Honors Chapters
By Staff WriterThe Society of Financial Service Professionals has announced 4 winners of its 2005-2006 Excellence in Chapter Achievement Awards.The Columbus, Ohio, chapter won in the category ...
August 01, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
August 01, 2006
Upscale marketingThe cr?me de la cr?me, the cream of the crop, the Holy Grail, the cat's whiskers: high-net-worth seniors. Whatever term you place on them, high-net-worth seniors are the clientele many advisors hope to attain but aren't sure if they can. Reaching
August 01, 2006
Clear GoalsHere are the goals and objectives for future regulation that the Task Force believes FPA should rely on in crafting meaningful standards for a profession: o...
August 01, 2006
Attractive LandsCPApeAccording to recent statistics, there are upwards of 200,000 wirehouse and independent broker-dealer affiliated advisors and RIAs, and there are upwards of 400,000 CPAs. I...
August 01, 2006
Andrew Kaiser asked himself a tough questionIn late 2003, after the unexpected death of his six-year-old son, Wall Street veteran Andrew Kaiser asked himself a tough question: Did he want to...
August 01, 2006
When Kids Choose to "Do Good"Many of today's young people want to make the world a better place. For some, this may take priority over finishing college, usually against their...
August 01, 2006
Out of ContextWith the broker-dealer conference season safely in the rear-view mirror, I have now had sufficient time to digest some of what I've seen and heard...