Financial Planning Connections is an international e-newsletter published as a forum for the free exchange of ideas, facts and information relevant to the financial planning industry. The opinions and positions in the editorial copy are those of the authors and do not necessarily reflect those of the Financial Planning Association (US). Materials published in Connections which has been provided by FPA (US) is property of Financial Planning Association (US).

Volume 12

Volume 12

  • Soul Searching and the Authentic Practice
  • Managing Financial Transitions
  • Constructing and Defending Core Portfolios in Chaotic Markets – Executive Summary
  • Retirement Income Sustainability: How to Measure the Tail of a Black Swan – Executive Summary
  • Volatile Markets Confirm the Utility of Flexible Withdrawal Rates, Retirement Distribution Planning Supplement
  • Modern Retirement Theory: Reaching Client Goals in Every Market, Retirement Distribution Planning Supplement
Volume 11

Volume 11

  • Clients in Trouble Need New Tactics
  • Market Cycles and Safe Withdrawal Rates (Executive Summary)
  • Less Appreciated Aspects of Indexing vs. Active Management
  • Good Grief
  • The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning (Executive Summary)
  • The Changing Role of the Financial Planner Part 2: Prescriptions for Coaching and Life Planning (Executive Summary)
  • Back to the Drawing Board
  • Don’t Let a Good Crisis Go To Waste
Volume 10

Volume 10

  • Rethinking Investment Strategies
  • Occupational Income Betas for Financial Advisors
  • Helping Children Understand the Economic Crisis Without Scaring Them to Death
  • Once Upon a Financial Crisis A Planner Roundtable
  • Staying True
  • A Dynamic and Adaptive Approach To Distribution Planning and Monitoring
  • Developing a Tech Strategy