Do Solo Advisors Have a Future? The industry has largely moved to a team model, but some advisors may finish out their careers as 'bachelors,' says John Taft, CEO of RBC's U.S. wealth management division.
Women & Wealth: The Invisible Opportunity The womens wealth market presents a very real business growth opportunity for advisors provided they understand the specific approaches and differing preferences that will resonate with women investors.
The Financial Planning Pro Bono Awards recognize the community service work of advisors who have contributed their time and talents to helping those in need take control of their finances.
Financial Planning will announce the honorees in August.
Nominate an advisor or team of advisors for their outstanding pro bono achievements today!
Deadline: May 30, 2014
Click cover to learn more
Nominees must be active or retired financial planners (e.g., CFP®), registered representatives
(e.g., Series 7) or registered investment advisors.
Volunteer involvement with the nonprofit organization must be current and ongoing as of the last 12 months.
Activity must have included pro bono advice and/or financial life skills initiatives for underserved populations.
Planner of the Year
Team of the Year
Presented to a financial planner who has made a significant contribution by providing pro bono financial planning services.
Presented to a group of financial planners (office, practice, chapter) that has made a significant contribution by providing pro bono financial planning services.
Judges will review eligible submissions and evaluate nominees. Finalists will be selected based on the following criteria:
Reach: How many individuals have been served? When did the activity begin, how long did it take, and how often does it occur?
Results: How has the impact changed the lives of the recipients of the pro bono services? Has the nominee been recognized by others as being dedicated to achieving desired results through pro bono financial life skills outreach?
Deadline For Entries: May 30, 2014 | Click here to submit a nomination.
Questions About Submissions:
Executive Director Foundation for Financial Planning email |
Editorial Director Investment Advisor Group email |
Publisher Financial Planning email |