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​September 2014​

Cover Story

FPA NexGen: Past, Present, and Future

Roundtable moderated by Michael E. Kitces, CFP®, CLU, ChFC®, RHU, REBC
Past and present FPA NexGen leaders, including Laurie Belew, CFP®, Michael Branham, CFP®,
Aaron S. Coates, CFP®, and Andrew Sivertsen, CFP®, celebrate the 10-year anniversary of FPA NexGen with a discussion on the changing issues and opportunities for up-and-coming planners.

Practice Management

The 5 Essential Skills of an Exceptional Financial Planner

by Lisa A.K. Kirchenbauer, CFP®, RLP®, CFT™
Without these skills, we’re providing planning advice based on our own biases.


The Value of Bitcoin in Enhancing the Efficiency of an Investor’s Portfolio

by Chen Y. Wu, Ph.D.; and Vivek K. Pandey, DBA,
Is bitcoin a new currency or a financial asset? Results of this research suggest bitcoin may be less useful as a currency, but it can play an important role in enhancing the efficiency of an investor’s portfolio.

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