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Who Needs Financial Planners, Anyway? WSJ Blogs

A new analysis of data from the Federal Reserve's Survey of Consumer Finances estimates that 25% of U.S. households use a financial planner, up from 21% in the late 1990s.
The Inner Broker Resurfaces WSJ Blogs

The thing that all of us financial advisers have in common - no matter what size firm we work at or what letters we have after our names on the business card - is that most of us started out as brokers.
Is the 4% Rule Still Viable? Ruffenach: A fresh look at the so-called 4% retirement-withdrawal rule. SmartMoney.com

So ... you've put the finishing touches on your retirement plan, and you're set to withdraw 4% from savings each year, because that's what financial planners (and columnists) have long advised.
With Low-Cost Financial Planning, LearnVest Aims to Shake Up Market WSJ Blogs

Financial planning just got more accessible. On Wednesday, female-focused personal-finance website LearnVest.com for the first time plans to roll out three new services that will allow its roughly 700,000 monthly visitors to develop ...
A Mini-Boom in Financial Planners Going Bust WSJ Blogs

Sometimes, rapid growth raises eyebrows even when it's off a tiny base. In 2010, the CFP Board of Standards, which oversees the nation's 64,000 certified financial planners, held 103 disciplinary hearings; 20 of them involved bankruptcies. ...
Can These People Teach Financial Planning? Why classroom experience may not pay off on Wall Street. SmartMoney.com

It's a scene that has the nervous-perspiration intensity of a training session at a cutthroat brokerage. Attorney Mitzi Lauderdale is drilling her charges on the aspects of estate planning, peppering them with questions: How do you ...
How to Build Your Financial Dream Team WSJ.com

With stock markets volatile, tax rates uncertain and estate laws facing review next year, these are challenging times even for the best professional advisers. Are yours making the grade?
Retire Here, Not There: Nevada; Retirees have been flocking to Lake Tahoe for years. These lesser-known gems offer lower prices. SmartMoney.com

For the more than 36 million Americans who will turn 65 in the coming decade, the best cities and towns to retire in now have a much higher bar to clear: They can't just be great places -- they have to be affordable. Each week, ...
Financial Advisers; Getting Clients to Take Action; Pros try various ways to get people to show up for meetings and do what they have to do WSJ.com

As a fourth- and fifth-grade teacher years ago, Barbara Tobias helped her students with their organizational and time-management skills and gave them friendly but firm reminders to do their homework.
Money Games for Kids WSJ.com

A galaxy of new web tools and games have popped up that are designed to teach children about "financial literacy"—the buzzword for the stuff you are supposed to know to stay out of debt and save enough for retirement.
What Do Women Want? WSJ Blogs

Attention, planners: Want to woo women clients? You have to focus on financial planning and spend less time on investing strategies, according to a 2011 study from Spectrem Group.
Key rule for brokers and advisers is broken; Commentary: Double standard applies to investors’ ‘best interests’ MarketWatch

BOSTON (MarketWatch) — It’s time Americans realize that the proper investment policy to follow is the same one advocated by most big financial houses and the Securities and Exchange Commission.
So, How Does Money Make You Feel? Financial therapists try to help people understand why they may be making bad decisions WSJ.com

Three adult children were leaning heavily on their parents. Two were unemployed, all lived in million-dollar homes, and each was receiving $30,000-a-month handouts from their 70-year-old retired parents.
Donor-Advised Funds 'Double' Bottom Line WSJ Blogs

Deb Wetherby, a San Francisco fee-based certified financial planner, has taken a closer look at the $500,000 in investments one of her clients had in a donor-advised fund invested in large- and small-cap U.S. stocks.
Financial Advisers' New Generation Gap; Younger investors are sitting on nearly $12 trillion in assets -- but many are shunning financial help. Why advisers can't seem to connect. SmartMoney.com

It's a typical Wednesday at the trendy Jet hotel in downtown Denver, where the city's young and hip professionals gather in full force. Only at this to-do, one group doesn't quite fit in: financial planners. They ask impersonal questions, ...

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