Knowledge and Insight

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Bernie Clark and Tony Blair draw big crowds - but no protestors - at IMPACT

Added on November 2011 in Thought Leadership

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Summary: Bernie Clark rallies the troops stating that no one wants to leave this industry and that the ultimate open architecture
model is a great success and has spawned an entire industry which is just beginning. He indicated that Schwab will be launching a financing program to aid junior partners in succession planning.

Financial Planning Education 101: 10 Standout Schools

Added on November 2011 in Manage Your Practice

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Summary: The article highlights 10 schools with undergraduated degrees, master's and Ph.D. programs as well as certificate programs in financial planning. The article includes an interesting progression of the financial planning degree and indicates that the future will hold a better defined career path for the financial planner. Advisors of the future are gravitating toward financial planning programs. Here are the schools on many student's short lists.