financial planning services

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  Advisors May Be Crazy, Like a Fox

  By Bob Clark, AdvisorOne  |  May 15, 2013

  What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?

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  H.D. Vest Picks a Compliance-Friendly Social Media Platform

  By Joyce Hanson, AdvisorOne  |  March 29, 2013

  Guess which compliant and secure social media platform H.D. Vest chose for its 4,600 advisors after a year of research?

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  The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial Group

  By Liz Davidson, Financial Finesse  |  March 18, 2013

  Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.

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  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 2

  By Michael E. Kitces  |  March 8, 2013

  Ideally, comprehensive financial planning services for today's young professionals should be implemented with a more clearly defined niche.

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  3 Financial Planning Business Models to Effectively Serve Gen X and Gen Y: Pt. 1

  By Michael E. Kitces  |  March 5, 2013

  A planner for the price of gym and cable, and two other ways to tap this underserved market.

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  Is Financial Planning Becoming Commoditized? Pt. 2, the Outlook

  By Michael E. Kitces  |  February 15, 2013

  The pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.

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  New Hire Roundup: CFP Board Announces Chair Appointments

  By Marlene Y. Satter, AdvisorOne  |  January 30, 2013

  This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.

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  Lovell Minnick Acquires Kanaly Trust

  By Joyce Hanson, AdvisorOne  |  October 9, 2012

  The Kanaly family and members of the senior management team of Kanaly Trust will retain a material investment in the firm founded 35 years ago by E. Deane Kanaly.

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  A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?

  By Liz Davidson, Financial Finesse  |  August 6, 2012

  Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.