Financial Planning Magazine - November 2017

Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?

For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.

Young people learn about credit cards, compound interest, the wide world of finance — and how advisors can help.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

A multi-step strategy is vital for winning, servicing and retaining business, John J. Bowen Jr. says.

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

I thought my entrepreneurial career was over. I was wrong.

Buyers have big M&A advantage; many sellers stuck in 'the valley of doom,' advisors are told at Deals & Deal Makers Summit.

Details matter, explains an expert, like where their boat is docked.

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Here’s how advisors are replacing traditional methods.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Have advisors learned nothing from the 2008 crash?

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.