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Featured Events

  • Podcast

    Careers in Financial Planning: The New Reality

    "It's amazing how career paths and opportunities have changed—just in the last six years." What does the next generation of planners need to learn about the reality of practice today? In this economic climate, are firms easing up on hiring? A roundtable discussion of career transitions—and opportunities—in a crisis economy.

  • Coaching Session

    7 Mistakes Advisors Make in the First Client Meeting

    October 14, 2008 4:00 PM - 5:00 PM EDT

    AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.

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Features

  • TAKE THE 2008 SOFTWARE SURVEY
  • People on the Move

    Promotion announcements and firm changes for advisors.

  • The October issue is now online!

     

  • AIG Speaks Out

    An exclusive interview with the team at the top of AIG Advisor Group

  • RayJay's Day

    As Raymond James' independent advisors met in Maryland, they celebrated a variety of triumphs.

  • Podcast Library

    Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.

  • Vanguard Change of Beneficiaries

    A debate on Vanguard's policy change requiring customers to use identical beneficiaries for all IRAs of the same type. A customer affected by this change lodges a complaint, a Vanguard spokesperson addresses this issue, and the FP readers weigh in. Join the conversation!

  • Notes from Moscow

    Dan Moisand, CFP, reports on the meetings and activities of the 60 financial planners who have gathered in Moscow and St. Petersburg, Russia.

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  • Watercooler

    A look at the lighter side of financial news