He‚s Got A Secret Well, given that every time I turn around, someone is talking about this book called The Secret, [Financial Advisor, November 2007]...
Let‚s Be Logical I read with keen interest Mary Rowland‚s article (Financial Advisor, October...
A Great Start I greatly enjoyed Patrick Chitwood‚s article (Financial Advisor, September 2007) on volatility and risk...
Unfortunate Depiction
In the July 2007 issue‚s "Parting Shot," financial
advisors at brokerage firms were portrayed in a very despairing...
Gerber Has The Right Idea
Evan Simonoff, you don‚t get it...
An Inaccurate Picture
Thomas Kostigen's piece in the October issue of Financial Advisor
paints an inaccurate picture of Schwab's Mutual Fund OneSource service...
Article Undercuts Its Premise
The article in May‚s issue by Andrew Gluck about
software vendors needing to revise their financial planning...
The SEC And The Real World
Some advisors likely were a little wary to read in
the April 10 Wall Street Journal that SEC Chairman Christopher Cox is
considering naming Andrew Donahue to...
The New Advisory-World Order
To B-D or not to B-D, that is the question:
The New Newark
While I generally agreed with the content of your
editorial, "When It Rains, It Pours," [Financial Advisor, October 2005]
there was one...
Importance Of Personal Service
Your article, "Billion Dollar Babies," profiling
examples of successful larger investment advisory firms and what...
You Forgot About ACTEC
I read with interest the article written by Bruce
Fraser on "How To Successfully Select An Estate Planning Attorney" in
the July...
A Misleading Point Of View
In response to the recent article published in your
magazine in the June 2005 edition entitled "Stairway To Heaven"...
A Disservice Was Done
I have purposely not read "Stairway To Heaven," the
article you critiqued in your editor‚s note in the June Issue...
Never Going Back
I read your article [Will You Buy An Apple?] in the
April Financial Advisor about using Mac‚s for financial planning and
felt...
Get Your Facts Straight As CEO of CFP Board, and therefore as the only person who can speak
about staff layoffs here, I was appalled that you would run an...
Judging Risk Tolerance
Us planners love to find a piece of software that
will mechanize any portion of our messy jobs...
Flawed Methodology In Value Article
Kevin Wilson‚s article "Why Value Beats Growth" (Financial Advisor, June 2004) uses some flawed methodology used to reach his...
Advisors Should Evaluate Annuities
I read with interest the April FA article "Conservatism Rules" and, similar to the advisors quoted, over the past several years we and...
