Marilyn Capelli Dimitroff

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  Marilyn Capelli Dimitroff: Influencing the Profession—Top Women Extended Profile

  By Marlene Y. Satter  |  July 28, 2011

  Marilyn Capelli Dimitroff has been a groundbreaker and a role model, but perhaps her greatest influence is in the financial planning profession itself, where she presided over some of the major standards that shape the way planners do business.

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  Marilyn Capelli Dimitroff: Helping Clients Make Good Choices—Top Women Extended Profile

  By Marlene Y. Satter  |  January 25, 2011

  For this industry activist and member of the 50 Top Women in Wealth, it started with finance.

• Long-Term Progress Reported by Financial Planning Coalition

  By James J. Green, AdvisorOne  |  June 1, 2010

  Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...

• FPA, Coalition for Financial Planning Remain Upbeat

  By James J. Green, AdvisorOne  |  June 1, 2010

  "People on the Hill know what financial planning is now," says Tom Potts, president of the Financial Planning Association (FPA), and while it may "take...

• Wealth Manager names 50 Top Women in Wealth

  By James J. Green, AdvisorOne  |  May 3, 2010

  Boomer Market Advisor's sister site WealthManagerWeb.com has released its third annual 50 Top Women in Wealth, a group that includes influencers from government such as...

• WealthManagerWeb Names 50 Top Women in Wealth

  By James J. Green, AdvisorOne  |  May 3, 2010

  Third annual list chosen by stellar advisory board leads expanded coverage

• Financial Planning Coalition Reports Success and a Champion in the Senate

  By James J. Green, AdvisorOne  |  April 26, 2010

  Despite lack of fiduciary standard in Dodd bill, group will continue to battle

• Clark at Large: The Riddle of the CFP Board

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  January 1, 2010

  With Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...

• Group Think

  By Staff Writer  |  August 1, 2009

  ? The Securities and Exchange Commission voted unanimously June 24 to propose rule amendments to require money market funds to maintain a portion of their...

• Teaming Up for Change

  By Melanie Waddell, AdvisorOne  |  February 1, 2009

  The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...