financial planning services

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  Forget the TAMP, Pt. 1: It’s Time for the TFPP

  By Michael E. Kitces  |  July 23, 2012

  The inspiration for today's blog post is the recent announcement that LPL Financial has acquired Veritat. A new option is beginning to emerge: the Turnkey Financial Planning Program.

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  Fees and Fiduciary: Good Business, Bad Marketing, Pt. 1

  By Michael E. Kitces  |  June 15, 2012

  Some of the words advisors use most commonly to inspire trust, like "fee-based" or "fiduciary," are actually some of the most negative and confusing words in the advisors’ lexicon, from the perspective of the client.

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  With Planners' Finances Worsening, CFP Board to Publicize Bankruptcies

  By Melanie Waddell, AdvisorOne  |  April 6, 2012

  With the number of bankruptcies among certified financial planners on the rise, the CFP Board of Standards announced Thursday that it will start disclosing CFP holders’ bankruptcies to the public.

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  Who Needs Ya, Baby?

  By Bob Clark, AdvisorOne  |  March 26, 2012

  Recently, fi360 CEO Blaine Aikin wrote a column for InvestmentNews about the AICPA’s Code of Professional Conduct.

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  National Planning Holdings Reports Record Annual Revenue, 5% Jump in Reps

  By James J. Green, AdvisorOne  |  March 20, 2012

  National Planning Holdings Inc., the network of independent broker-dealers that is an affiliate of Jackson National Life, announced Tuesday that in 2011 it posted a 13.5% increase in revenue to a record $788 million, with a 14% increase over the prior year in product sales to a record $16.3 billion.

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  The Importance of Practice Management to Planners, and Clients

  By Paul H. Auslander, Financial Planning Association  |  March 15, 2012

  Let’s make building a well-run business an essential component of financial planners’ competency.

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  Protecting the Public: After Fiduciary, Competence Is Next Frontier

  By Michael E. Kitces  |  March 8, 2012

  Notwithstanding some of the successes of the Financial Planning Coalition in pushing forward the fiduciary battle in Washington, requiring all advisors to act in the best interests of their clients is still an uphill fight.

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  AICPA PFP: The ‘Other’ World of Financial Planners

  By Michael E. Kitces  |  February 7, 2012

  Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.

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  Want a More Efficient Practice? Examine Your Core Processes

  By Joni Youngwirth  |  October 1, 2011

  If you’re intent on increasing your firm’s efficiency, you’re no doubt aware of the importance of documenting your processes and procedures.

• Investors Cap Hires $1.7 Million Producer; R. James Adds Team with $3.6 Million in Sales

  By Janet Levaux, AdvisorOne  |  September 20, 2011

  Advisor joins Investors Cap from NPC with about $200 million in assets, while group from Baird comes to RJA with some $370 million.