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| http://frwebgate.access.gpo.gov/cgi-bin/getdoc.cgi?dbname=110_senate_hearings&docid=f:40538.wais.pdf, Free
Statements and comments from the political and financial planning realms on how financial advice is provided to older consumers. |
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| Dearborn Trade Publishing, 2002, $35.00
Anthony shows financial professionals how to develop a practice using a new and holistic approach to financial planning. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf
Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances. |
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| Basing their observations on a survey of financial planners, the authors describe the characteristics of advisers who bond strongly vs. weakly with their clients. |
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| Active in: USA
Telephone:866-FLP-2007
info@mitchanthony.com
http://www.mitchanthony.com/MA_Tools.html
An organization, founded by Mitch Anthony, focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™. |
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| http://www.flponline.net/
FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help financial services professionals understand and apply financial life planning into their practices. |
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| Financial Planning Association
http://www.fpajournal.org/
The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. by providing monthly feature articles, interviews, columns, and peer-reviewed technical contributions. |
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| Hughes writes about the importance of financial planners serving the middle market, not just the wealthy, and outlines what it takes to be successful at it. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0102.pdf
The author analyzes some of the key issues surrounding planning in CEO succession both for the CEO and for those left behind. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf
Lampert reviews how life coaches can supplement and improve the financial planning process. |
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| http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_portfolio1210.pdf, Free
McDonald and Rietz argue that most people do not make use of complex information when it is presented to them for making financial decisions, so information should be presented in a format that simplifies optimal choices. |
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| The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser. |
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| The authors offer seven additional recommendations but, more so than in Part 1, these apply mainly to financial advisors. |
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| Society of Financial Services Professionals
http://www.financialpro.org/adv_mkt/journal/about.cfm
This journal covers applied research in all areas of financial planning, including retirement planning, investments, tax, health care, economics, ethics, information management, and other topics of concern to the holistic financial planner.
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| National Bureau of Economic Research, August 2010, $5.00
http://www.nber.org/papers/w16271
The authors found in their experiment that such training did improve financial decision-making, though it also led to some adverse decisions – but most importantly, in their view, it prompted people who received such training to seek out expert advice, rather than to assume they already knew enough. |
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| Pension Research Council, 2010, Free
http://www.pensionresearchcouncil.org/publications/document.php?file=926
Crossan explains five strategies that are having some success in lifting New Zealanders’ financial literacy, and illuminates the common elements that connect them. |
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| AARP Public Policy Institute, February 2009, Free
http://assets.aarp.org/rgcenter/econ/i22_saving.pdf
Gist argues that change in net worth, rather than savings rate, is the appropriate measure of financial progress, and he also recommends some policy measures that might improve retirement savings levels. |
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| U.S. Social Security Administration, April 2010, Free
http://www.socialsecurity.gov/policy/docs/statcomps/income_pop55/2008/index.html
This report provides a broad income picture of a cross section of the population aged 55 or older, with special emphasis on income of the population aged 65 or older. The tabulations focus on the major sources and amounts of income, both separately and combined, for those age groups. |
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| AARP Public Policy Institute, June 2011, Free
http://assets.aarp.org/rgcenter/ppi/econ-sec/fs230-economic.pdf
This fact sheet itemizes key data relating mostly the economic plight of elders in America. |
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| U.S. Securities and Exchange Commission, September 22, 2008, Free
http://www.sec.gov/spotlight/seniors/seniorspracticesreport092208.pdf
This report examines what financial companies are doing to protect older consumers. |
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| U.S. Securities and Exchange Commission, January 2011, Free
http://sec.gov/news/studies/2011/913studyfinal.pdf
This report contains recommendations about regulation of how these two kinds of advisers relate to individual customers when it comes to personalized investment advice. The principal change is that both groups, not just registered investment advisers, be held to a fiduciary standard. |
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| Harvard Business Review Analytic Services / UMUM Insurance, March 2011, Free
http://forms.unum.com/StreamPDF.aspx?strURL=/FMS_112705-1.pdf&strAudience=StreamByNumber
This study finds that companies that have continued to focus on the well-being of their employees, and who offer benefits out of a sense of responsibility to their employees, experienced fewer cutbacks in recent years. |
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| Designations: B.Com (Hons), CFP
Active in: South Africa
9 Bishoplea Road, Claremont, Cape Town, South Africa
Telephone:021-671-3175
Fax:021-671-8133
gavin.vandyk@fiscal.co.za
Fiscal provides financial planning followed by investment implementation services. We help clients be clearer about what really matters and what resources are available to them. We have a tradition of long term relationships with our clients, providing practical ideas and suitable investments. |
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| Active in: DC, VA, MD, USA
Available for speaking
Telephone:202-483-2660 Ext 4
moneyharmony@cs.com
http://www.moneyharmony.com/
Olivia Mellan is a speaker, psychotherapist, money coach and business consultant. She conducts teleclasses for advisors, coaches, counselors and psychotherapists on money psychology; and facilitates 3-day retreats with generations of heirs on maximizing communication and legacy. |
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| Active in: USA, International
1050 Massachusetts Avenue, Cambridge, Massachusetts 02138-5398
Telephone:617-868-3900
Fax:617-868-2742
http://www.nber.org/
A private, nonprofit, nonpartisan research organization dedicated to promoting a greater understanding of how the economy works and committed to undertaking and disseminating unbiased economic research among public policymakers, business professionals, and the academic community. |
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| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Outlines current threats to family financial security and advocates for responsible advisory practices as part of the solution. |