Hosted by Janus Capital Group and FPA
Winners for 2008 have been announced. The deadline for 2009 entries is March 3.
Financial Frontiers Awards
Talking Point
In
the latest
10 Questions feature (PDF | 257KB), Craig Karmin,
Wall Street Journal reporter and author of Biography
of the Dollar, talks about privilege, power, and clout: the
story of the dollar. More>
October 2008
Is Outsourcing Portfolio Construction the Wave of the Future?
by Susan B. Weiner, CFA
The majority of financial planners do all or nearly all of their own portfolio construction. But a growing segment of planners passionately believes outsourcing much or most of portfolio construction empowers them to better serve their clients.
Using Behavioral Investor Types to Build Better Relationships with Your Clients
by Michael M. Pompian, CFP®, CFA
This paper shows financial advisors how to categorize their clients into one of four behavioral investor types. By understanding which type your client is and how best to work with that type, you can build a stronger client relationship.
The Financial Planning Act of 2008
by Dan Moisand, CFP®
Several recent events have sparked debate about how the financial planning profession should be regulated—yet planners seem unable to reach consensus. The author contributes to that debate by putting forth a sample bill advocating a state licensing approach.