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General Planning Issues

• Finding the Planning in Financial Planning, SEPT 10
• Investment Management: To Outsource or Not?, SEPT/OCT 10
• The Withdrawal Policy Statement, JUNE 10
• The New Healthcare Act Includes Tax Breaks and Additional Taxes, JUNE 10
• Special Report: 2010 Trends in Investing, JUNE 10
• 10 Questions with Harry M. Markowitz on Modern Portfolio Theory, the Efficient Frontier, and His Life's Work (PDF l 123KB), MAY 10
• Finding Alternative Investments that Make Sense for Your Clients (PDF l 198KB), MAY 10
• 10 Questions with Zvi Bodie on Financial Planners and 'First, Do No Harm' (PDF l 3214KB), FEB 10
• Apocalypse Averted: Now What? (PDF l 98KB), JAN 10
• Constructing and Defending Core Portfolios in Chaotic Markets (PDF l 1499KB),
  DEC 09 
• Bonanza or Bust? Roth Conversions in 2010 (PDF l 422KB), DEC 09
• Retirement Distribution Planning—supplement to the Journal of Financial Planning (PDF l 2.5MB), DEC 09
• 10 Questions with Moshe Milevsky on Human Capital, Assessing Risk, and the Future of Variable Annuities (PDF l 371KB), NOV 09
• Retirement Income Sustainability: How to Measure the Tail of a Black Swan (PDF l 860KB), OCT 09
• The Changing Role of the Financial Planner Part 2: Prescriptions for Coaching and Life Planning (PDF l 179KB), SEPT 09
  The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning (PDF l 356KB), AUG 09
• Happy Anniversary (PDF l 342KB), SEPT 09
• Economist Marci Rossell on this Economic Crisis and the Next (PDF l 249KB),
  JULY 09
• Optimal Retirement Age Under Normal and Negative Market Conditions Considering Social Security and Private Savings (PDF l 595KB), JULY 09
• Averting At-Risk Middle America's Retirement Crisis (PDF l 132KB), JULY 09
• Planning Opportunities in the Government's Response to the Economic Downturn (PDF l 101KB), JUNE 09
• Guiding Your Small-Business Clients Through the Downturn Maze (PDF l 692KB), MAY 09
• Staying Calm in the Eye of the Storm (PDF l 432KB), MAY 09
• Is It Really Darkest Before the Dawn? (PDF l 918KB), APRIL 09
• Life Insurance Options for Tough Times (PDF l 91KB), MARCH 09
• A Flock of Black Swans (PDF l 112KB), MARCH 09
• Retirement Future Tense (PDF l 91KB), MARCH 09 
• Time for Another Look at Client Risk Tolerance? (PDF l 761KB), FEB 09
• 10 Questions with Bill George on What's Gone Wrong on Wall Street and How to Make it Right(PDF l 6.5MB), FEB 09
• What Really Matters (PDF l 899KB), FEB 09
• The Next Watering Hole (PDF l 770KB), FEB 09
• Is Markowitz Wrong? Market Turmoil Fuels Nontraditional Approaches to Managing Investment Risk (PDF l 885KB), JAN 09 
• Can Personal Financial Planning Save Us from Bubbles? (PDF l 585KB), JAN 09
• Zero-Risk Market Returns for the Ultra-Conservative Client (PDF l 774 KB), JAN 09

2008

• Depression Fears Overblown (PDF l 647KB), DEC 08
• Back to Basics: Helping Clients Manage Cash Flow (PDF l 255KB), DEC 08
• Controlling Risk in a Financial Crisis (PDF l 230KB), NOV 08
• Many Estate Planning Strategies Provide Benefits in Low-Interest-Rate Environment (PDF l 326KB), OCT 08 
• Guiding Clients Through the Mortgage Mess (PDF l 281KB), AUG 08
• Helping Clients Navigate the Mortgage Loan Market, JAN/FEB 08 

Marketing  

• What You Don't Know Can Hurt You, JULY/AUG 10
• Marketing the New-fashioned Way, NOV/DEC 09
• Dust off Your Marketing Skills, JULY/AUG 09
• 6 Strategies for Proactive Client Communications, JULY/AUG 09
• 5 Steps to Restoring Revenues and Winning Clients, MAY/JUNE 09
• Ramp Up Your Marketing With Zero-cost Strategies, MARCH/APRIL 09
• 5 Ways to Recession-Proof Your Practice, JULY/AUG 08 
• Good Marketing Trumps a Bad Economy, JULY/AUG 08 

Client Skills

• The Reality of Responsibility, SEPT/OCT 10
• The Flaws of Our Financial Memory, AUG 10
• Money on Your Mind: The Brain's Role in Financial Decision-Making (PDF l 116KB), APRIL 10
• Collaborating with a Financial Therapist: the Why, Who, What, and How (PDF l 518KB), FEB 10
• Adjusting to the New Normal, JAN/FEB 10
• Today's Struggles Are Tomorrow's Strengths, SEPT/OCT 09 
• Don't Let a Good Crisis Go to Waste (PDF l 89KB), AUG 09
• Gather Your Clients for Community Conversations, JULY/AUG 09
• Lessons from Columbine (PDF l 58KB), JUNE 09
• Conquering Negative Self-Talk, MAY/JUNE 09
• Being the Change ... (PDF l 434KB), MAY 09
• Helping Children Understand the Economic Crisis Without Scaring Them to Death (PDF l 429KB), APRIL 09
• Survival Tactics for Class-Four Market Rapids (PDF l 480KB), MARCH 09
• Keep Clients in Difficult Times, JAN/FEB 09 
• Using Behavioral Investor Types to Build Better Relationships with Your Clients (PDF l 198KB), OCT 08
• Financial Planning Perspectives: Client/Prospect Marketing Piece (PDF l 31KB), OCT 08
• How to Keep Clients When the Economy Slips, JULY/AUG 08

Technology  

• Adviser Technology Series (FPA-ActiFi research reports) 2010/2011
  • CRM, FEB 10
  • Financial Planning Software, JUNE 10
  • Compliance Software, coming OCT 10
• 6 Reasons to Switch to Cloud Computing, JAN/FEB 10

HR/Staff

• Building Bridges Between Generations, MAY/JUNE 10
• Navigate Your Way Through the Career Path Forest (PDF l 739KB), OCT 09
• Independent Contractor or Employee?, JULY/AUG 09

Compliance

• Getting Ready for the New Cost-Basis Regulations, SEPT 10
• Advisers and Compliance Officers Struggle to Find Common Ground, JUNE 10
• Defining a Standard of Care, MAY/JUNE 10
• The Fiduciary Bombshell (PDF l 566KB), OCT 09
• 10 Questions with SEC Chair Mary L. Schapiro on SEC Effectiveness and the Regulation of Financial Planners (PDF l 187KB), AUG 09
• 10 Questions with Congressman Barney Frank on Responsibility, Regulation, and Responding to Crisis (PDF l 143KB), JULY 09
• 10 Questions with CFP Board Chair Dimitroff on a Fortified Duty of Care and How Obama Will Treat Advisers (PDF l 202KB), JUNE 09 
• Emergency Economic Stabilization Act of 2008: Summary of Major Provisions (PDF l 70KB), 2008

Operations

• Investment Management: To Outsource or Not?, SEPT/OCT 10
• What's My Business Worth?, JULY/AUG 10
• Is a Hybrid Model Right for You?, MARCH/APRIL 10
• Create a Transparent Practice, JAN/FEB 10
• Learning Lessons in (Not Yet) Serving the Masses (PDF l 75KB), JAN 10
• Scenario Planning for Your Business, NOV/DEC 09
• Enlightened Self-Interest (PDF l 434KB), NOV 09
• Best Practices From Top Planners and Experts, JULY/AUG 09
• Go Beyond the Bear Market, JULY/AUG 09
• Women Entrepreneurs Offer Ways to Thrive, JULY/AUG 09
• Once Upon a Financial Crisis: A Planner Roundtable (PDF l 148KB), JUNE 09
• Get Fiscally Fit: How You and Your Clients Can Cut Back and Thrive, MAY/JUNE 09
• Defending Fees in a Tough Environment, MAY/JUNE 09
• A Game Plan for Success, MAY/JUNE 09
• Planners Remain Competitive Despite Down Market, MARCH/APRIL 09
• Dealing With a Cash Crunch, MARCH/APRIL 09
• FPA Members Feel Stress, See Opportunity in Market Turmoil, JAN/FEB 09
• Practice Management Solutions Go Figure Chart (PDF l 132KB), JAN/FEB 09
  Includes several charts and graphs illustrating the results of FPA's 2008 Market Volatility Study of Financial Planners 

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