Loren Dunton Memorial Award – Call for Nominations

October 10, 2016 by · Comments Off on Loren Dunton Memorial Award – Call for Nominations
Filed under: IARFC Posts 

The Loren Dunton Memorial Award was established by the IARFC in 2000 and is awarded to the person who has made substantial dunton award_P1000068contribution to the financial services profession and who embodies Loren’s mission to “help persons wisely save, spend, invest, insure and plan for the future.”

Generally regarded as the “Father of Financial Planning”, Loren Dunton organized financial professionals in the late sixties and with their help created the financial planning movement including the formation of associations, magazines, colleges, university programs and foundations. He was able to use his experiences to frankly explain what all financial advisors now recognize – that the ethical sales of financial products and the delivery of competent advice is a noble calling. Loren Dunton was a man of vision who cared deeply about both financial consultants and consumers.

Nominate Your Candidate!
Do you know a financial consultant who has made a substantial contribution to the financial services profession and/or the financial interests of the public?  If you do, now is the time to submit his or her name for the 2017 Loren Dunton Memorial Award, the IARFC’s highest honor.

Participate by sending in a Nomination. For more details and instructions, click here.

Fall Issue of Journal of Personal Finance Available

October 3, 2016 by · Comments Off on Fall Issue of Journal of Personal Finance Available
Filed under: IARFC Posts 

JPFcoverVol15Issue2The Fall 2016 Issue of the Journal of Personal Finance is available. Members can access the full online version by logging into their membership account or by joining the IARFC (a great member benefit).  Hard and PDF copies are available to members and non members alike at the IARFC store.

In this Fall 2016 issue:

  • Evaluating Financial Planning Strategies and Quantifying Their Economic Impact
  • Marriage and Taxes:  Who Pays?
  • Competing Risks:  Death and Ruin
  • College Student Attitudes toward Retirement Planning:  The Case of Mexico and the United States
  • Making Your Money Work:  Tax Refunds to Debt Reduction
  • IARFC National Financial Plan Competition:  Case Solution by Bryant College

About the JPF
The Journal of Personal Finance, a publication of the International Association of Registered Financial Consultants (IARFC), is distinctive in that it is practitioner oriented but is a refereed academic journal that promotes research to examine the impact of financial issues on households as well as research on the practice and profession of financial planning. Initiated in 2002, the Journal has grown in scope, acceptance and recognition among practitioners and academicians. Additionally, the Journal welcomes articles from practicing financial professionals and consultants about financial products and services, client relationships, retirement planning, long term care, practice management, or firm operation or efficiencies.