George Kinder

• 

  Get Real

  By Olivia Mellan  |  December 28, 2011

  He’s silver-haired and distinguished. She’s cute and toned.

• 

  Get a Life

  By Jane Wollman Rusoff  |  March 1, 2011

  “People today don’t want to be sold XYZ product. They want a customized, personalized financial plan for life,” says Mitch Anthony, founder of the Financial Life Planning Institute.

• At FPA Denver, Defining Advisor Value and Rebuilding Trust

  By John Sullivan, AdvisorOne  |  October 10, 2010

  An all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.

• Elizabeth Jetton

  By Olivia Mellan  |  August 1, 2010

  Elizabeth calls herself an "Episcopal Southern gal from Memphis, Tennessee," who grew up very middle class. Bored in college, she followed a spiritual bent by...

• Deep Values

  By Coventry Edwards-Pitt  |  February 1, 2009

  As advisors in multi-family office practices or family-focused wealth management firms, we have a unique opportunity to play a critical role in our clients' lives....

• Dutch Life Planning

  By James J. Green, AdvisorOne  |  July 1, 2008

  When Paul Versteeg became CEO of Allianz's Dutch insurance operations in 2004, he realized he had a problem. Having spent most of his career in...

• What Will It Mean to Be an Independent Financial Advisor?

  By Ellen Uzelac  |  June 1, 2008

  With baby boomers moving into self-funded retirement, the advisor will need to become expert at risk analysis, risk management and financial life planning. There will...

• Visionary

  By James J. Green, AdvisorOne  |  February 1, 2008

  "...we are on the brink of a revolution in the financial planning industry. This sea change is being led by a successful financial planner who...

• A New Consultative Model

  By Marie Swift  |  November 1, 2007

  As the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...

• For More Information . . .

  By Staff Writer  |  July 1, 2007

  Barry Duncan's What's Right With You: Debunking Dysfunction and Changing Your Life (HCI, 2005) shows readers how to tap into their inner resilience and...