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Special Report on

Financial Planning Magazine

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The concept of socially responsible investing, also called SRI, has been part of the investinglexicon for decades, spurred on by religious values (no alcohol, tobacco or gambling) as well as social movements like pacifism, civil and human rights, apartheid protests and concerns about health and the environment. What could be bad about that? Yet, acceptance by financial advisors has been tepid. For years, the myth persisted that SRI funds underperform their mainstream counterparts while requiring additional research, making clients who request such investments a burden to service. Advisors tend to be ill-informed about SRI and ...
First Command provides personalized services through locally-based trained and licensed Financial Advisors and through its Home Office in Fort Worth, Texas. The company offers advice on securities, with an emphasis on mutual funds, annuities, life insurance, and municipal funds (including Section 529 Plans). Through related companies it offers insurance and banking products and services. 1 As of June 30, 2008, First Command had over 290,000 client families, $ 17.4 billion in managed assets, $51.8 billion in insurance products, and $530 million in banking assets. As of December 31, 2006, First Command had over 294,000 client ...
What a Great Event! SourceMedia Women Advisors Forum - Chicago ...
Written by industry influential Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years, this blog spotlights financial services firms that Swift deems as adopting "Best Practices" in the industry. Here are a few photos from the Women Advisors Forum in Chicago last week. The event, put on by SourceMedia, offered an opportunity to network with the most successful and influential women financial advisors in the nation, while gaining insight into their career experience and rise to the top. That's me (second from the left) with ... market research, surveys and trends
Customer Strategist Orkun Oguz: Leveraging Customer Segmentation ...
Don Peppers and Martha Rogers Ph.D. invented one-to-one business strategy over 15 years ago. Today, they are recognized gurus, acclaimed authors and globally sought-after speakers. As the U.S. House and Senate make last-minute changes to the final wording of the financial-overhaul bill, one thing seems fairly certain: U.S. banks and brokerages stand to lose billions of dollars in revenues as a result of the new rules aimed at providing additional safeguards for consumers on investments and other products. For banks and brokerages focused on private client/wealth management services that are looking to make up for anticipated ... market research, surveys and trends


2008 Survey of Trends in the Financial Planning Industry
The survey was administered in cooperation with Financial Planning magazine, which .... Forty-five percent of planners who completed the survey had less than 10 ..... worth higher than $1 million. This is down from the 49% in 2007. Only ... industry trends, business articles and survey research
Your Big Picture
... *As reported by Financial Planning magazine, June 1996-2009, based on total revenue. ..... We are 100-percent owned and controlled by our ..... Firms with less than $5 million in total revenue, or those that would not provide major ... industry trends, business articles and survey research
BlackBerry 6: The top six new features
Research in Motion released more information this week about its upcoming overhaul to the BlackBerry mobile OS. BlackBerry 6 is scheduled to arrive by the end of the third quarter , and right now it can’t come fast enough for the veteran smartphone maker. New research released this week revealed a double whammy for RIM: Fewer buyers are planning to purchase a BlackBerry and customer satisfaction with BlackBerry has dropped off a cliff. That’s a bitter pill to swallow when you consider that BlackBerry was ranked number one in customer satisfaction by J.D. Power and Associates in 2007 — the year Apple ... market trends, news research and surveys resources
Apple's Antennagate: A free iPhone 4 case doesn't "fix" the problem, does ...
The giveaway, of course, is Apple’s way of addressing an antenna problem that Apple doesn’t really see as a problem. But, hey, if dropping a million bucks or so to get bloggers - and maybe even Consumer Reports - off Apple’s back, then so be it. For 90 minutes this morning, Apple CEO Steve Jobs talked to a select group of reporters, bloggers and analysts about the perceived problem with the iPhone 4’s antenna design. I say perceived because - based on live online coverage of the event - there seemed to be a strong hint of arrogance emitting from Jobs that this wasn’t a problem worthy of so much ... market trends, news research and surveys resources


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SUSAN ADLER. (From l.) Robert Moore, CFO; Mark Casady,. Chairman and CEO; Bill Dwyer, president, national sales and marketing; and Esther ... technology research, surveys study and trend statistics
Biography of Harold Evensky
people in the financial planning industry, by Financial Planning Magazine as one of five “Movers, Shakers and Decision Makers, The Most Influential People ... technology research, surveys study and trend statistics
About the Faculty – Faculty – Program Information – Financial ...
              Financial Planning Association of Minnesota               National Association of Personal Financial Advisors Other Accomplishments:               Highlighted in April 2006 Business Week.  Quoted in the Minneapolis Star Tribune and Financial Advisor Magazine.  Interviewed by the Wall Street Journal and Smart Money. Personal Statement:               ...
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How can I meet financial planners, RIA's, etc? | LinkedIn Answers ...
I'm looking to meet financial planners, Registered Investment Advisors, and similar professionals. I want to begin by talking to some for market research. Later I may want to market to this group. I've found a couple national associations (FPA, ALFPA, NAAIM, IAIA, etc) but am looking to target smaller groups as well (I've also looked on LinkedIn and Meetup). Where else can I find such professionals? posted 3 months ago in Business Development , Retirement and Estate Planning | Closed Share This Want more business? My engaging Social Media Relationship Marketing gets results! Christine at ChristineHueber dot com
General Stock Investment Strategies: Efficient Market and Hedge ...
It seems to me that most who have studied the issue find that the Efficient Market (Random Walk) hypothesis is true, at least to  great extent. Strong believers argue that the few who beat the market over a significant period are simply the sratistical equivalent of the person who tosses ten heads in ten tosses of a coin, an expectation of randomness. Opponents acknowledge that beating the market is very difficult, but argue that some people actually have an ability that permits them real insights, and profit. Now, there is a general belief (perhaps incorrect) that hedge funds tend to far outstrip the market. Is this true? ...