Robert F. Keane

• Succession Planning: You've Got To Have A Plan

  By Robert F. Keane  |  July 1, 2010

  While a financial planning practice is a business, it's more akin to a doctor's office than a shoe store. Medical practitioners invariably have backup plans--other...

• Arriving With an Exit Strategy

  By Robert F. Keane  |  July 1, 2010

  Cathy Pareto, who operates a solo practice in Coral Gables, Florida with the help of one assistant, says that during the 10 years she worked...

• "NAPFA Is Back," Says Group's Chair

  By Robert F. Keane  |  July 1, 2010

  With more than 500 attendees and 110 exhibitors, "NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Personal Financial Advisors, told the...

• John Rogers on the Advisor Diversity Challenge

  By Robert F. Keane  |  July 1, 2010

  One of the general sessions of NAPFA's annual conference was a session with John W. Rogers, Jr., chairman and founder of Ariel Investments. He was...

• The Green Advisor: Food for Thought From a Tragedy

  By Robert F. Keane  |  July 1, 2010

  A few years ago, British Petroleum officially changed its name to the simpler BP, a point that seems to have been lost on many officials...

• A View Across the Table From BP

  By Robert F. Keane  |  July 1, 2010

  Bennett Freeman has a history of working on issues with BP that stretches back more than a dozen years and includes his work as senior...

• LPL Financial's IPO: Rep Reaction

  By Robert F. Keane  |  June 7, 2010

  How some key LPL-affiliated reps are responding to the B/D's plans

• AEF Says Donor Advised Funds Surge as Charitable Contributions Rise

  By Robert F. Keane  |  June 4, 2010

  For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.

• AEF Says Donor Advised Funds Surge as Contributions Rise

  By Robert F. Keane  |  June 4, 2010

  For the first four months of this year new contributions to the American Endowment Foundation are up over 300% from the same period a year earlier.

• Economic Impact of BP Oil Leak Continues to Climb

  By Robert F. Keane  |  June 3, 2010

  BP spending $40 million per day as stock price sinks and takeover rumors rumble.