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- How Differentiation Within the Financial Planning Profession Affects CFP® Practitioners and the CFP Mark
- The fact that financial planning is a process and not a product now finds wide acceptance among financial planning groups and financial professionals. Consumers are beginning to understand what kind of services they should expect from someone identifying himself or herself as a financial planner. The research in this paper...
- White papers 2003-08-12
- Less Than 10 Years from Retirement?
- Torn between the need to rebuild your savings — before it's too late — and fear of another bear market? Relax. Here's your plan. Build Your...
- Articles 2009-05-06
- Death in the Family: 12 Things to Do Now
- Hang onto this essential checklist, so you'll know what to do when the time comes. To guide you through this frenetic, unreal time, we’ve put together a clip-and-save list of basic tasks. Click on the PDF icon above to get a version of this story you can print and...
- Articles 2009-09-02
- Do Your Investments Match Your Job?
- More financial planners are starting to take their clients' occupations into account when recommending asset allocations. Here's how to tell if you are a stock or a bond — and what you should do about it. ...
- Articles 2009-09-03
- Can You Trust Your Financial Planner?
- Even the planners admit they may not have the necessary skills to handle today's complex markets. So how do you find a good money manager?
- Videos 2009-09-08
- Quiz: Do Your Investments Match Your Job?
- First you have to judge whether your job is safer or riskier than most. This quiz will give you some clues. That leaves one key question: How do you judge whether your job is one of the safe ones or one of the risky ones? Well, that’s where this...
- Articles 2009-09-08
- Boost Your Returns by Conquering Risk
- Risk is hard to define and even harder to detect or measure. But if you don't understand how much you can stand, you're liable to find yourself in the wrong investments at the wrong time. We think we know what risk is, but it’s a...
- Articles 2009-09-14
- Get More from Your Financial Advisor: 5 Rules
- As financial planners themselves, editors Jill Schlesinger and Ray Martin have worked with a lot of clients. Here are their tips for working with your own advisor.
- Videos 2009-10-22
- Who Manages Your Money?
- Investors have pulled billions out of full-service brokerage firms and are turning to independent financial planners. Should you do the same? MoneyWatch editors discuss.
- Videos 2009-11-17
- How to Find a Financial Planner
- Has the bear market got you thinking it's time to find a financial planner to help you navigate these difficult times? Here's a road map to help you find the right professional. by Stacey Bradford
- Blog posts 2009-04-03
- My Dog, America's Top Financial Planner
- What financial planners do to build credibility may be a bit misleading. by Allan Roth
- Blog posts 2009-05-14
- Is My Top Dog Financial Planner in Jeopardy?
- The Consumer's Research Council of America apparently wants the plaque back noting my dog Max as one of "America's Top Financial Planners." But, they are not talking to me. by Allan Roth
- Blog posts 2009-05-19
- Irrational Investing May Be Smarter Than You Think
- When the markets are down, your first impulse is usually to bail. MoneyWatch.com editorial director Eric Schurenberg talks to financial planner Allan Roth about why this may be the worst thing you could possibly do. Roth also explains why now may be the time to go against your gut.
- Videos 2009-03-11
- Can You Trust a Financial Planner? | BTalk Australia
- (Episode 239: 11min 09) Many people stung by the collapse of the Westpoint Property Group and Storm Financial were encouraged to invest by financial planners enjoying high commission rates. It added fuel to the fire for those believing commission payments influenced the impartiality of a financial planner's advice. ...
- Blog posts 2009-05-07
- RiskPack: How to Evaluate Risk Tolerance
- A common complaint against financial planners is that their investment recommendations violate suitability standards. Evaluating a client's risk tolerance should be a primary task for financial planners, but few planners understand the basic issues involved in risk tolerance assessment. RiskPack is a simple framework propose that separates risk tolerance into...
- White papers 2001-06-01
- Contributions Including A Decreased Loan Life In The Mortgage Decision
- The article explains that client may face many issues when selecting a mortgage, and financial planners can play an intricate role in the decisions that must be made. This article addresses the 15-year versus 30-year maturity decision and the number of points to pay in the context of the impact...
- White papers 2003-12-01
- How Financial Planners Can Add Value To The Estate Planning Process
- As financial planners, one needs to develop, more than a high-level understanding of one's clients' estate planning goals. Although nonattorney planners cannot draft documents or otherwise practice law, there are a number of ways one can play an active role in the estate planning process. This article offers practical suggestions...
- White papers 2003-12-01
- Mood And Market Swings
- Client confidence is inexorably linked to market fluctuation, so planners must have a strategy in place to address both issues. This is a peculiarly dangerous phase to speculate in stocks. These manic mood swings have risen more than tactical challenges for financial planners; they have raised diplomatic challenges as well....
- White papers 2000-12-01
- World Weary
- Despite the recent lackluster performance of foreign stock funds, many financial planners say they are sticking with them for added diversification. Moreover, recent research has verified what financial planners already believed to be true: When domestic stock funds drop, so do foreign stock funds. In addition, investors would not get...
- White papers 2001-04-01
- Creating A Strategic Marketing Machine
- From the executive summary: ‘There are many organizations that feel the need to expand a business in order to reach the next level of success. However, the financial planners are so busy doing the day-to-day work of business that they never get around to build a marketing machine that would...
- White papers 2003-01-01
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