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Compensation for planners: more than just a paycheck.(Top of the news: the complete chronicle of news and trends shaping the profession)
Financial planners are an odd breed.
When they join accounting firms, they cross over the clear definitions typically reserved for auditors and tax experts, drawing from the skills of each specialty and adding their own unique brand of tonic --to provide clients with an all-encompassing vision of their financial future.
Planners draw on their knowledge of accounting rules, tax laws, investment performance, and financial strategies to perform their job. While clients may think a crystal ball is involved in the results that they receive, the planners know it is their training and expertise that give them the almost surreal ability to not only envision the future, but to make that vision a reality.
And with financial planning rapidly becoming a standard service offered by accounting firms, it seems that no one prevailing formula exists for the ideal method of compensation.
It's not uncommon for accounting firms to apply a traditional approach to compensating these somewhat non …
- Exploring future regulation of financial planners. (Financial...
- Magazine article from: The Practical Accountant August 1, 2002 700+ words
The Financial Planning Association has released...is regulated, the financial planning profession itself...governments do not regulate financial planners as a professional...include: 1. Should financial planning be viewed as a separate...
- Fee-only advisors increase their ranks. (financial planners)(Focus: Banking and...
- Magazine article from: Boston Business Journal Weiner, Susan B. December 9, 1991 700+ words
The financial planning business...Originally most financial planners worked in...College for Financial Planning, a nonprofit...Fee-only financial planners earn their...Association for Financial Planning is also dominated...commission financial ...
- Retirement spurs most new financial planning clients. (survey of financial...
- Magazine article from: Accounting Today January 18, 1993 700+ words
...growth of the financial planning discipline...values about financial planning. The survey...to 2,000 financial planners, 23 percent...contemporary financial planning practice...generation of financial planners and the clients...
- Perceptions and expectations of CPA financial planners. (includes related...
- Magazine article from: Journal of Accountancy Fleming, Peter D. Bernstein, Phyllis J. June 1, 1996 700+ words
...interest in the financial planning process...CPAs personal financial planning division sponsored...valued in CPA financial planners. The goal...differentiate CPA financial planners from others who do financial planning. IN THEIR...
- Highlands Ranch's Michael Schwartz Recognized for 'A Fresh Approach' In Working...
- Press release article from: PR Newswire February 23, 2004 700+ words
...Financial Services, Financial Planning Association and...extraordinary work of financial planners. Schwartz's...retirement programs; financial planning; employee benefits...world. ING, the Financial Planning Association...
- CFPs offer help to debtors. (Debt Counselors of America)(Chartered Financial...
- Magazine article from: Accounting Today October 1, 1998 700+ words
...TO DEBTORS: The Internet-based debt counseling agency Debt Counselors of America has hired certified financial planners to help consumers dig themselves out of debt. CFPs will offer free debt counseling to consumers via telephone...
- IAFP elects 1998-99 board of directors.(International Association of Financial...
- Magazine article from: Accounting Today July 13, 1998 700+ words
...99 BOARD OF DIRECTORS: CFP Roy Diliberto has been named president-elect of the International Association of Financial Planners. He will succeed CPA/PFS, CFP G. Joseph Votava Jr., the current president-elect, who will move to the...
- Rating CPAs as Financial Planners: What do CPAs that offer financial planning...
- Magazine article from: The Practical Accountant Wolosky, Howard W. February 1, 2005 700+ words
...perform as financial planners? It is those...a CPA's financial planning practice...support CPAs/ financial planners, and here...to get a financial planning client if...client. New financial planners also tend...
- 22 questions to ask a potential broker-dealer. (accountants setting up as...
- Magazine article from: Accounting Today Lavine, Alan October 21, 1996 700+ words
...are getting into financial planning? Take your time...Association for Financial Planning. "You have to...for independent financial planners. Many offer no...June 1996 annual Financial Planning Magazine broker...
- Financial planners' secrets of success.(Special Report: Financial Planning)
- Magazine article from: The Practical Accountant Telberg, Rick January 1, 1996 700+ words
...fee-only financial planning firm remains...percent of the financial planners are women...building the financial planning practice...But serious financial planning work, which...The leading financial planners, whether...
Source: HighBeam Research, Compensation for planners: more than just a paycheck.(Top of the...
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