Dan Moisand

• Teslik Leaves CFP Board

  By James J. Green, AdvisorOne  |  November 1, 2006

  Sarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the...

• A Stand on Standards

  By Daniel Moisand  |  July 1, 2006

  How our deeds align with our words makes a statement to the world about what is in our hearts. "I don't like that boy," said...

• A PRECARIOUS PERCH?

  By Rebecca McReynolds  |  March 1, 2006

  The Prudent Man Rule has been deeply grounded in the advisory framework since 1830, and the basic wording of the Investment Advisers Act hasn't changed...

• Standards v. Membership

  By Staff Writer  |  February 1, 2006

  Bob Clark's article in the January 2006 issue focused on recent speeches given by FPA Chair Jim Barnash and FPA President Dan Moisand at FPA's...

• Two Steps Back?

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  January 1, 2006

  I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...

• Calling All Papers

  By Staff Writer  |  September 26, 2005

  FPA Financial Frontiers Awards to encourage advanced research on financial planning issues

• Community Affair

  By James J. Green, AdvisorOne  |  September 19, 2005

  FPA annual confab attracts 3,000 to San Diego

• To Learn More About Behavioral Finance . . .

  By Staff Writer  |  July 1, 2005

  BOOKS Advances in Behavioral Finance by Richard Thaler (Russell Sage Foundation, 1993) Against the Gods: The Remarkable Story of Risk by Peter L. Bernstein (John Wiley & Sons, 1996) Choices, Values,...

• All In Your Head

  By Robert F. Keane  |  July 1, 2005

  Albert Einstein once reportedly said, "Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." While the great...

• On the Bubble

  By Staff Writer  |  May 1, 2005

  The diversity of interests and geography and business models exhibited by advisors makes it a daunting task to choose just 25 "most influential" people. In...