FPApubs
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Preview the June Journal's 10Q interviewee, @, in a podcast on private equity & planners using planners: ~CN
3:14 PM May 29th
via web
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Get a jump on the June Journal with this podcast of Jon Guyton introducing his retirement column: ~CN
8:30 AM May 21st
via web
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Weekend Reading for Financial Planners (May 19-20) is out! @ @ @ @ @
1:25 PM May 18th
via HootSuite
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A blog post on Kolbe and Trust at can be found on FPA's Practice Mgmt. Center Blog here: ~CN
8:36 AM May 9th
via web
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Forbes: Kolbe test to discover which family members are best in which care-giving roles (data gathering, planning, etc.) ~CN
3:59 PM May 7th
via web
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Herbers: I don’t believe in mission stmts; no one ever looks at them. Vision should simply be: how big do I want to grow? ~CN
2:56 PM May 7th
via web
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Finke: Tell us when you have a question from the field to test -- we want to research topics useful to planners in practice ~CN
11:41 AM May 7th
via web
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Finke: Planners and academics need to work together to develop a profession with evidence-based practices. ~CN
11:39 AM May 7th
via web
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Finke: financial planning both art and science. Because theories can't be applied in their pure form, art is necessary.
9:35 AM May 7th
via Twitter for iPhone
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At Cole breakfast: If you want to invest in stocks, invest in traded REITs: liquidity = more volatility & correlation. ~CN
9:31 AM May 7th
via web
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@ You've been an invaluable go-to resource for JFP for years, and now we get you "officially." The sky's the limit! ~CN
7:03 AM May 7th
via web
in reply to MichaelKitces
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Finke: 8k German bank customers offered free fin. planning; 5% took it. In addition to fees, costs are time, emotion, etc. ~CN
3:04 PM May 6th
via web
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JFP paper mentioned on slide in Guyton presentation on dynamic sustainable w/d policies (login req'd): ~CN
11:42 AM May 6th
via web
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Sipolt: Risk of losing Gen X/Y children of clients if you don't have somebody on your team who looks similar to them in age ~CN
9:07 AM May 6th
via web
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At TD Ameritrade breakfast on generation gap, Gen Yers at my table taking notes with pens and paper -- boomers using iPads! ~CN
9:03 AM May 6th
via web
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G. Miller: When picking fund mgr., check out all funds they offer, not just 1 you want. Best fund families focus on 1 thing. ~CN
6:09 PM May 5th
via web
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Solow: Time to tell academics & money managers "the emperor has no clothes": the theory of an efficient market is bankrupt. ~CN
6:00 PM May 5th
via web
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Valuation paper from Dec. 2011 JFP that Ken Solow mentioned in Portfolio Mgmt. session at (login req.): ~CN
5:46 PM May 5th
via web
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Mere hours into & already bumped into JFP columnists & contributors: @, @, Guyton, Meredith & Hayden ~CN
3:23 PM May 5th
via web
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Yep, that's the new issue of the Journal posted for your reading pleasure (w/ digital edition, podcast, etc.): . ~CN
7:54 AM May 2nd
via web
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- Name FPA Publications
- Location Denver, CO
- Bio The Financial Planning Association's publications' staff, including the Journal of Financial Planning, Practice Management Solutions, and more
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