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Cover Story

Future Trends: Generational Realities and the Growth of Our Profession

by Lewis J. Walker, CFP®, CRC®, CEPA®

How should we consider generational differences in terms of employee engagement and productivity, as well as marketing, client acquisition, and service?​


Journal in the Round: The Future Planner and Mastering 21st Century Skills​

December 19, 2018. 2pm Eastern. ​
oin this highly recognizable group of educators, practitioners and past/pres​ent/future leaders of the profession as they zero in on the 21st century skills future planners need (and educators need to teach) to be successful and relevant in the fast approaching future.  Elizabeth Jetton, CFP (FPA past-president) will lead Dr. Dave Yeske, CFP (FPA past president and current practitioner editor of the Journal of Financial Planning),  Dr. Martin Seay, Ph.D, CFP (FPA president-elect) and Autumn Campbell, CFP (FPA NexGen President-Elect) in this lively discussion and audience Q and A.  

Practice Management

How to Create Content that Connects with Your Ideal Client​

by Zoë Meggert
Creating content can be time-consuming, but it’s worth the effort. These tips will help you draft content that connects with your target audience.​​


Annuity Fables: Some Observations fro​m an Ivory Tower​​

by Moshe A. Milevsky, Ph.D.
This commentary draws upon a quarter century of the author’s own research to clarify what he believes are common misconceptions around annuities.​



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