Jim Barnash

• 

  Jim Barnash Joins New Kind of Advisor Partnership: Merion Wealth

  By James J. Green, AdvisorOne  |  October 10, 2011

  Former FPA president will focus on finding, transitioning independent advisors into Merion Wealth Partners.

• Capital Analysts Hires Former FPA President

  By Kathleen McBride, AdvisorOne  |  April 27, 2010

  Jim Barnash to develop branches, advisors; firm recruits large wealth manager, too.

• The boomer benefits of true financial planning

  By Staff Writer  |  November 1, 2008

  Put five skilled, seasoned financial advisors around a table, ask them to speak their minds on a range of hot-button subjects related to financial planning,...

• Ameriprise Adds to CFP Focus as Barnash Joins Firm in Chicago

  By Janet Levaux, AdvisorOne  |  March 1, 2007

  Thanks to patience, persis-tence and some necessity, Ameriprise Financial has hired former Financial Planning Association chairman and president Jim Barnash, 52, to head up its...

• Leading Lights of the Profession Slam CFP Board Proposals

  By James J. Green, AdvisorOne  |  October 11, 2006

  A host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...

• Strong Start for FPA Business Solutions Conference

  By Kathleen McBride, AdvisorOne  |  April 1, 2006

  The first-ever FPA Business solutions conference opened with a roar March 1, for 250 attendees at the Omni Hotel at Las Colinas in Dallas. FPA...

• Rootin' Tootin' Straight Shootin'

  By Staff Writer  |  March 6, 2006

  Inaugural FPA Business Solutions Conference kicks off in Texas

• 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...

• An Outpouring of Support

  By James J. Green, AdvisorOne  |  September 6, 2005

  Financial services organizations and firms step up to the plate