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- Re: EIA Investing Strategies in Mgd Accounts
  You have to love how they compare the SP500 at a straight-line 10% (and 13%!)rate of return to a ...
  - Posted by debaser
  - on January 5, 2009 9:34 PM EST
  - Edited on January 5, 2009 10:08 PM EST
- Investments
- Re: EIA Investing Strategies in Mgd Accounts
  I would agree with the point in this article that if you do not understand Index Annuities you sh...
  - Posted by kens
  - on January 5, 2009 5:44 PM EST
- Investments
- Re: Certifications
  Was A2 the largest purveyor of CPAs that were screwing the public?Ron
  - Posted by Ron Mexico
  - on January 5, 2009 5:15 PM EST
- Career Development
- Re: Certifications
  Let me guess Ron Mexico, you are a failed Ameriprise Financial advisor. I guess you no longeruse ...
  - Posted by Pman
  - on January 5, 2009 5:01 PM EST
- Career Development
- Re: Movers and Shakers 2009
  I agree that co840 asks an interesting question. I also teach the CFP preparatory classes althoug...
  - Posted by jcomer
  - on January 5, 2009 4:44 PM EST
- Articles
- Re: Certifications
  The CFA exam is a 3 part succession exam, meaning you move from level 1 to level 2 to level 3 by ...
  - Posted by TrustOne
  - on January 5, 2009 4:39 PM EST
- Career Development
- Re: Who's to Blame for the Madoff Scam?
  Who is to blame?Bernie's parents. Some people should not mate.Ron
  - Posted by Ron Mexico
  - on January 5, 2009 4:36 PM EST
- Articles
- Re: Certifications
  Pay little attention to Ron Mexico's relationship analysis of CFP(r)'s relationship with Ameripri...
  - Posted by BillInOrlando, CFP(R)
  - on January 5, 2009 4:32 PM EST
- Career Development
- Re: Certifications
  I agree that just because the largest number of CFP licensees happen to work for one of the large...
  - Posted by jmcgehee
  - on January 5, 2009 4:27 PM EST
- Career Development
- Re: Who's to Blame for the Madoff Scam?
  I agree: the SEC's failure to monitor and enforce was insane. It makes you wonder.I keep thinking...
  - Posted by Marion Asnes
  - on January 5, 2009 4:08 PM EST
- Articles
- Re: Certifications
  Get the CFA if you want to be a investment analyst with an eye to becoming a portfolio manager. T...
  - Posted by Dudley
  - on January 5, 2009 3:54 PM EST
- Career Development
- Re: Certifications
  From your second post it seems a CFP will fit the bill. It's probably the more recognized "brand"...
  - Posted by RayM
  - on January 5, 2009 3:45 PM EST
- Career Development
- Re: Who's to Blame for the Madoff Scam?
  Marion, an aspect of this story that I'd love for FP to write about is the questions it raises ab...
  - Posted by Tad Borek
  - on January 5, 2009 2:25 PM EST
- Articles
- Re: Who's to Blame for the Madoff Scam?
  Vig, I don't think there's any doubt that Madoff was a terrible fraudster. It has nothing to do w...
  - Posted by Marion Asnes
  - on January 5, 2009 1:32 PM EST
- Articles
- Re: Movers and Shakers 2009
  Hi there. I would like to clarify that the "Movers and Shakers" list does not single people out f...
  - Posted by Marion Asnes
  - on January 5, 2009 1:24 PM EST
- Articles
- Re: Certifications
  I did not disparage the CFP mark. I merely gave my opinion. I'm sure the education in excellent, ...
  - Posted by Ron Mexico
  - on January 5, 2009 12:08 PM EST
- Career Development
- Re: Certifications
  Ron,You disparage the CFP mark because you claim that the firm that employs the most CFPs is Amer...
  - Posted by John L. Olsen, CLU,ChFC, AEP
  - on January 5, 2009 10:30 AM EST
- Career Development
- Re: Certifications
  Rocket,You posted "I believe and tell people that they should not consider any plannerthat does n...
  - Posted by John L. Olsen, CLU,ChFC, AEP
  - on January 5, 2009 10:23 AM EST
- Career Development
- Re: Who's to Blame for the Madoff Scam?
  From todays WSJ...Bernard L. Madoff Investment Securities LLC was examined at least eight times i...
  - Posted by Bob H
  - on January 5, 2009 8:53 AM EST
- Articles
- Re: World Financial Group
  Ed, what is the best way to contact you?Thanks,Dave
  - Posted by Dr. D.
  - on January 4, 2009 7:02 PM EST
- Career Development
- Re: World Financial Group
  You may want to check Schwab and Fidelity RIA Channel representatives for firms that are growing ...
  - Posted by Lynn
  - on January 4, 2009 5:37 PM EST
- Job Board
- Re: Certifications
  And I think that your opinion is biased, ignorant and not very importantto say such things to you...
  - Posted by Gonna Get a CLUe
  - on January 4, 2009 12:49 PM EST
- Career Development
- Re: Certifications
  I believe and tell people that they should not consider any plannerthat does not have theCFP cred...
  - Posted by rocket
  - on January 4, 2009 10:59 AM EST
- Career Development
- Re: Certifications
  It's been a while since I had the displeasure of being in an IDSprise Express office, but when I ...
  - Posted by Ron Mexico
  - on January 4, 2009 8:28 AM EST
- Career Development
- Re: Certifications
  The CFP Board and the Financial Planning Association have worked hard to market CFP practitioners...
  - Posted by Nancy
  - on January 3, 2009 7:01 PM EST
- Career Development
- Re: Certifications
  I think Ron is over-the-top on painting the CFP as anIDS/Amerrprise thing. Perhaps he doesn't res...
  - Posted by fewofm
  - on January 3, 2009 4:02 PM EST
- Career Development
- Re: Certifications
  Personally, I would avoid the CFP at all costs.The largest group of CFPs is employed by Ameripris...
  - Posted by Ron Mexico
  - on January 2, 2009 11:35 PM EST
- Career Development
- Re: Certifications
  I initially want to offer fee-only financial planning services (e.g. insurance planning,investmen...
  - Posted by tri3tim
  - on January 2, 2009 5:32 PM EST
- Career Development
- Re: Certifications
  What exactly do you want to do? Type of work, type of client, type of firm. And what's your backg...
  - Posted by Tad Borek
  - on January 2, 2009 2:44 PM EST
  - Edited on January 2, 2009 2:44 PM EST
- Career Development
- Re: CFP Revised Standards Documents
  I would like to see some conflict of interest disclosure narrative.
  - Posted by rocket
  - on January 2, 2009 10:56 AM EST
- Career Development
- Certifications
  I am making a career change to financial advising/planning. I am considering earning the CFP desi...
  - Posted by tri3tim
  - on January 2, 2009 8:44 AM EST
- Career Development
- Personal Financial Counseling (PFC) program
  Does anyone have any experience with this program for military personnel?
  - Posted by JSFA
  - on January 1, 2009 6:39 PM EST
- Community News and Chatter
- Re: Portfolio Management Software
  Happy New Year Langtree,I would like to request a copy of your Excel spreadsheets for Portfolio M...
  - Posted by RIT
  - on January 1, 2009 12:02 PM EST
  - Edited on January 1, 2009 12:05 PM EST
- Software
- CFP Revised Standards Documents
  Does anyone have any documents they are using in their practices that they would be willing to sh...
  - Posted by jonanonymous
  - on December 31, 2008 12:46 PM EST
- Career Development
- Re: Are Annuities a Victim of Negative Framing?
  Ron,The hedging strategies employed by the issuer of a VA with GLBs are tools to manage the risk ...
  - Posted by John L. Olsen, CLU,ChFC, AEP
  - on December 31, 2008 8:33 AM EST
- Articles
- Re: I want to work at a bank. Right?
  With your experience at going door-to-door and if you like that, try Edward Jones, they'll love y...
  - Posted by 24JP
  - on December 30, 2008 4:36 PM EST
- Banking
- Re: I want to work at a bank. Right?
  I'm not sure a bank is for a quick buck, it take time to build relationships (trust) with staff a...
  - Posted by 24JP
  - on December 30, 2008 4:30 PM EST
- Banking
- Re: Are Annuities a Victim of Negative Framing?
  Yes.If these hedging strategies are good enough to cover their own butts, to make sure they have ...
  - Posted by Ron Mexico
  - on December 30, 2008 2:00 PM EST
- Articles
- Re: Are Annuities a Victim of Negative Framing?
  Ron,Are you suggesting that you would want to buy - or recommend that someone else buy - a subacc...
  - Posted by John L. Olsen, CLU,ChFC, AEP
  - on December 30, 2008 10:31 AM EST
- Articles
- Re: Are Annuities a Victim of Negative Framing?
  
  Thanks for the link, John.What I really find interesting, is why VA issuers are so high on hedgin...

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