Social Media Adoption: Why So Slow? Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
Global Investing and Correlation The speed of global information flow means advisors need to rethink how they create portfolios to avoid over-correlation.
Are Financial Advisors Failing Athletes? Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
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Inertia, caution and waiting for clearer regulatory guidance on social media compliance keeps some financial firms behind the trends, says Blane Warrene says.
Austin Philbin, of Dynasty Financial Partners, explains why athletes are often led astray when it comes to finances -- and suggests how advisors can do a better job working with them.
Financial Planning is pleased to announce our Second Annual Influencer Awards. These awards will recognize practitioners who have made significant contributions to the financial planning profession, from developing innovative portfolio and practice-management solutions to providing leadership for the advisory community.
To be eligible nominees must be financial planners currently or formerly active in an independent advisory practice or RIA. All nominations must be submitted using our online nomination form.
Winners will be selected by Financial Plannings editorial advisory panel and profiled in the October 2011 issue of Financial Planning as well as featured online at www.financial-planning.com.
We will be accepting submissions online through
August 19, 2011.
To Nominate An Advisor By August 19, 2011, Click Here.
Award Categories
Industry Contributor Award: An advisor who has recently made extraordinary contributions to the financial planning profession
Practice Management Award: An advisor who has introduced innovative practice-management ideas and shared them with the industry
Tech Innovator Award: An advisor who has devised ingenious technology best practices and shared them with the industry
Wealth Creator Award: An advisor portfolio management best practices who has contributed significantly to portfolio management
Legacy Builder Award: An advisor who has advanced the industrys training of the next generation of professionals
Lifetime Achievement Award: An advisor who, over the course of his or her career, has repeatedly changed financial planning for the better.
Publication Date: October 2011
TO NOMINATE AN ADVISOR BY August 19, 2011, CLICK HERE.