2009 December
Michael J. Smith has been appointed as Chair of the Finance Committee for the Financial Planning Association. Michael is also a member of the Financial Planning Associations national Board of Directors.
John F. Hochschwender has been elected to the office of President of the Philadelphia Tri State chapter of the Financial
Planning Associations. His term will begin in January of 2010.
Elizabeth Jetton will be teaching a capstone course on Financial Planning as part of The California Institute of Finance
MBA program.
November
Roy Diliberto, Richard Busillo, and Paul LaViola, were selected by Philadelphia Magazine for the 2009 Five Star “Best in Client Satisfaction Wealth Managers”. This honor is particularly gratifying because the advisors were nominated for this recognition by their clients. Each advisor was evaluated on nine criteria: (i) customer service, (ii) integrity, (iii) knowledge/expertise, (iv) communication, (v) value for fee charged, (vi) whether the wealth manager meets client financial objectives, (vii) post sale service, (viii) quality of recommendations and (ix) overall satisfaction. We want to thank all that participated.
October
Richard Busillo presented his workshop “Building Endurance for the Long Run” in conjunction with The Financial Planning Association of the Philadelphia Tri-State Area’s Financial Fitness Day.
Michael Smith was selected by Atlanta Magazine as one of the 2009 Five Star Best in Client Satisfaction Wealth Managers. This honor is particularly gratifying because the advisors were nominated for this recognition by their clients. We want to thank all that participated.
Richard Busillo, provided the opening comments at the annual conference of the Financial Planning Association’s national convention in Anaheim, California. Mr. Busillo served as the Task Force Chair for this year’s conference.
September
Medical Economics Magazine has named Roy Diliberto one of the “150 Best Financial Advisors for Doctors” in the country. This is the ninth consecutive year that Roy has been listed by Medical Economics, the leading business resource for office-based physicians. The RTD Atlanta Office participated in the 2009 Kaiser Permanente Corporate Run/Wak held on Thursday, September 10, 2009. Designed to promote health and fitness among metro-Atlanta companies and their employees, this unique workplace fitness program kicked off with an 8-week ”Get Active Atlanta” training program and culminates in a downtown Corporate 5K Run/Walk and Company Picnic. The RTD team placed 39th with a time to finish of 218:00.
August
“Putting the Pieces Together for the Third Age” By Elizabeth Jetton, appeared in Aging Well Magazine.
July
RTD presented “What’s in Your Managed Portfolio”. A presentation for retirement plan sponsors of RTD provided 401(k)s. This series of presentations is designed to provide a deeper understanding of the investment strategies and the managed portfolios inside a RTD 401(k).
Elizabeth Jetton’s article “MOVING FROM FINANCIAL PLANNING TO FINANCIAL LIFE PLANNING” appeared in TIAA-CREF Institute’s Trends and Issues magazine. Financial life planning is one of the labels used to describe a more integrated and humanistic approach that has emerged over the past decade to address personal financial issues. It signals an evolution of planners from product vendors to trusted advisors who recognize that individuals do not behave rationally regarding decisions involving money, but are instead emotional, conflicted and inconsistent. In addition, they have unique dreams, beliefs, values and challenges. Financial life planners help individuals focus on their values and motivations, determine the goals and objectives they have, and then use these values, motivations, goals and objectives to guide the planning process and provide a framework for making decisions that have financial and non-financial implications. Financial life planning is a holistic process that applies traditional financial analysis within a framework of the individual’s life and total resources.
June
Richard Busillo taught the CERTIFIED FINACIAL PLANNER Live Review Course as an adjunct faculty member with the College for Financial Planning.
May
Roy Diliberto presented at the first-annual “Top Independent Advisors Summit” hosted by Barron’s Magazine. Roy was one of the Top 100 Independent Financial Advisors in the U.S., as ranked by Barron’s in 2007 and 2008. Roy conducted a workshop and panel discussion exploring issues of concern to advisors and their high-net-worth clients, including recalibrating asset allocation models, rethinking alternative investments, open and productive communications between advisors and clients, and the changing regulatory landscape.
Elizabeth Jetton spoke at the FPA of Miami-Dade 4th Annual Symposium – “Weathering the Storm”. Ms. Jetton presented “Planning for the Third Age of Life, A New Paradigm for Retirement Planning”. This session integrates new research on aging, the brain and challenges our planning assumptions; suggests new tools, conversations and processes for meeting the future needs of clients throughout life and especially as they enter the “third age.” The program addressed how the economic storm of ‘08-‘09 impacts new strategies for financial planning and advice for this particular client segment.
Elizabeth Jetton spoke at the Northern California Annual Symposium – “Mastering the Financial Planning Process:” The Essence of the Annual Renewal.
RTD hosts a series of client focused presentations on “What’s In Your Portfolio?” an in-depth look at RTD’s investment philosophy, portfolio design, and rebalancing strategies.
April
Richard Busillo was featured in Janet Pinkerton’s article “Putting the nest egg together again” for the Philadelphia Inquirer’s Retirement Guide 2009. In the article Mr. Busillo suggested that investment strategies should address your full life expectancy and for individuals still contributing to their portfolios Mr. Busillo recommends that even at the market's lowest point you should leave your investments strategy untouched.
Michael Smith chaired the Pro-Bono Committee meeting of the Foundation for Financial Planning.
Roy Diliberto, Michael Smith, Elizabeth Jetton and John Hochswender attended FPA Retreat 2009 “The Art & Science of Financial Planning”. Ms. Jetton facilitated the opening meeting “Welcome Circle Gathering— Launching.
March
Richard Busillo presented his workshop “Design, Build, & Maintain Your Company’s 401(k)” to the members of the South Jersey Construction Finance Managers Association.
Elizabeth Jetton served as a panelist for “Black Swans, Fat Tails and Serial Crises: Planning For a Volatile World” at the FPA Retreat 2009. The financial crisis that broke out in the last half of 2008 will not be the last disruptive event to affect our clients. In this session, Ms. Jetton served on a panel of leaders in the financial planning industry which discussed developing new perspectives, ways to build resiliency, and tools to help clients cope with the uncertainty of the future.
February
Elizabeth Jetton presented “Mastering the Financial Planning Process: The Essence of the Annual Renewal” at the Financial Planning Association of Minnesota quarterly meeting.
Elizabeth Jetton’s article “Gather Your Clients for Community Conversations” appeared in the Financial Planning Associations monthly magazine Solutions. The article discusses that when times are tough people want to be together. In isolation there grows a sense of frustration and impotence in all of us. When we get together for a rich conversation, we can tap into our resilience, our hopes and our connectedness. Where can our clients go to have meaningful conversations about what is happening in their lives, to their money and to their dreams? Some firms, including my own, are bringing clients together for conversations and are discovering the amazing impact of hosting simple gatherings "just to talk.
January
RTD hosts a series of client-focused roundtable discussions to discuss the current economic environment, market conditions, and planning for the future.
Michael Smith lectured at the University of Georgia’s Certified Financial Planners program providing his professional insight on running client meetings and the Financial Planning Process.
2008 December
Richard Busillo will be teaching the CFP Retirement Planning Review Course as an adjunct Faculty Instructor with the College for Financial Planning.
RTD will host the Foundation for Financial Planning’s “Be Our Guest” program. This program is an extraordinary opportunity for young financial planners to visit and learn from some of the top financial planning practices across the country. Topics shared include: Firm history; Wealth Management Approach; Investment Philosophy; Client Communication; Marketing Strategies; Employee Relations; Management Structure; Client Processes and Services. The Mission of the Foundation for Financial Planning is to help people take control of their financial lives by connecting the financial planning community with people in need. The FPA Foundation achieves this by supporting pro bono advice and outreach activities.
Elizabeth Jetton spoke at the Financial Planning Association of Los Angeles. She presented "The Art & Heart of Financial Planning".
November
Medical Economics Magazine has named Roy Diliberto one of the “150 Best Financial Advisors for Doctors” in the country. This is the eighth consecutive year that Roy has been listed by Medical Economics, the leading business resource for office-based physicians.
October
Philadelphia Business Journal named Richard Busillo and Jeff Weiand as two of the top 10 best financial planners in the Philadelphia region. This is the first year that Philadelphia Business Journal ranked the Top Wealth Advisors and Independent Registered Investment Advisors.
Michael Smith was featured on MyFOX Atlanta News discussing the advantages of working with a financial planner called “State of Economy Worries Retirees”.
Elizabeth Jetton presented “Building Your Leadership Muscle: Developing as a Leader from the Inside Out” at the Financial Planning Association’s National Conference in Boston. She also spoke to the Georgia State Financial Planning Graduate Alumni Group on: “The Art of the Client Meeting: Delivering Value”.
September
Michael Smith was interviewed for an article in Men’s Health called “Discussing Money with Family and Friends”.
Elizabeth Jetton’s article “Putting The Pieces Together For The Third Age” was published in Aging Well Magazine.
Roy Diliberto’s article “Your Dreams Can Come True… No Matter What Your Income” appeared in Bottom Line Personal Magazine.
Paul LaViola was interviewed for an article in MSN.com called “Wade into the market? Or plunge?”
For the second consecutive year Roy Diliberto ranks as one of Barron’s* top 100 independent financial advisors. This is only the second time Barron’s has published a ranking of top 100 independent financial advisors in the United States and Roy was selected both times.
*Barron’s, a Dow Jones financial weekly publication
RTD Financial Advisors, Inc. is pleased to announce that Amira Adams has earned the CHARTERED RETIREMENT PLANS SPECIALISTSM designation though the College for Financial Planning. Congratulations to Amira on earning her CRPS®.
July
Paul LaViola was interviewed for an article in Bloomberg.com called “Cutting Spending May Be the Path to Success in a Bear Market”.
Paul was also interviewed for an article in Kiplinger's Personal Finance magazine, “When it Comes to Your Cash, Think Safety” in which advisers offer tips for those trying to build a cash reserve fund.
Roy Diliberto was interviewed for an article in The Wall Street Journal’s MarketWatch titled, “How To Tell If your Financial Adviser Can Handle a Bear Market”. This article explored the how clients are working with their advisers in a bear-market environment, and if they are getting the advice and guidance they need during this time.
June
RTD Financial Advisors, Inc. is pleased to announce that Alan Brecher, and Stephen McDade have met the rigorous experience and ethical requirements of the Certified Financial Planner Board of Standards, have successfully completed the required financial planning coursework and have passed the two day, 10 hour CFP® Certification Examination. Congratulations to Alan and Steve on earning this designation!
May
Michael Smith was interviewed for an article in Men’s Health magazine, titled “Discussing Money with Family and Friends”.
April
Our nationally recognized financial life planners, Roy Diliberto and Elizabeth Jetton, facilitated a workshop titled “How to Develop a Successful and Rewarding Financial Life Planning Practice” at the Financial Advisor Symposium in Las Vegas, Nevada.
George Mannes of Money Magazine interviewed Roy Diliberto for his April article "What You Really Want From Your Money”. Mr. Mannes describes how a growing number of advisors are saying that until you think hard about your dreams and goals, you can't have a successful lifelong financial plan. RTD Financial Advisors practices Financial Life PlanningTM and Roy continues to advocate this philosophy in his speeches and writings, emphasizing that there is no point to applying technical financial skills to a client’s situation without having a complete understanding of his/her history, goals and desires.
March
Roy Diliberto spoke at the 2008 Financial Planning Association’s Georgia Regional Conference on the topic of “Planning From the Inside Out”.
Richard Busillo has been selected to chair the Financial Planning Association’s National Education Conference in Anaheim, CA in 2009. August
February
Elizabeth Jetton was the keynote speaker at the Annual FPA of Puget Sound Symposium. She spoke about the Financial Life Planning challenges inherent in working with an aging population entering a newly recognized life stage known as the “third age”.
Michael Smith in 2008 will continue as a committee member of the Financial Planning Association’s “Professional Issues Committee”. He chaired the committee in 2007. The committee deals with issues pertaining to the profession, such as the CFP Board ethics revision, the FPA’s lawsuit against the SEC, and the proliferation of worthless credentials.
January
RTD Financial Advisors marks a milestone this year, providing Financial Life PlanningTM for 25 years. In 1983, Roy Diliberto founded RTD Financial Advisors. Shortly thereafter, Richard Busillo and Jeff Weiand joined RTD and shared a progressive vision for the future of Financial Planning, embracing the so-called “Life Planning” process and spearheading a positive change for the profession and their clients.
RTD Financial Advisors completed its merger with Financial Vision Advisors of Atlanta, GA. “This merger brings together people who think about financial planning in exactly the same way,” said RTD’s founder, Roy Diliberto. “We all believe that financial planning is a roadmap, which leads to the realization of our clients’ dreams.” RTD welcomes Michael Smith, Elizabeth Jetton, and Roberta Goldbaugh, to the RTD Team.
2007
December
Richard Busillo has been appointed to the faculty of the College for Financial Planning, where he now teaches the Retirement Planning & Employee Benefits course for the Certified Financial PlannerTM program in addition to his duties instructing for the Chartered Retirement Plans SpecialistSM program.
November
John Hochschwender was elected to the position of Treasurer of the Philadelphia Tri-State Chapter of the Financial Planning Association.
October
Richard Busillo facilitated and mentored the FPA’s Residency Program in San Diego California. This highly acclaimed program offers CFP® certificants a client-centered training experience, taught by the nation’s top professionals, using comprehensive and detailed case studies.
Roy Diliberto spoke at The Financial Advisor Symposium in Chicago, discussing his book, The Next Step: A Practical Approach to Merging Your Clients' Money with Their Lives. Roy offered an in-depth review of what it takes to be a successful “Life Planner”, which he defines as an adviser who takes into consideration life issues and attitudes about money before giving advice.
September
Roy Diliberto led a session at the Financial Planning Association’s (FPA) Annual Conference and Exposition in Seattle, Washington. Roy demonstrated how all planning, including areas that many advisers approach from the “exterior” (financial information you can see and touch) need to be first examined from the “interior” (our individual and social relationships with money) before technical solutions are offered.
August
For the first time, Barron’s* has published a ranking of the top 100 independent financial advisors in the United States. We're proud to announce that Roy T. Diliberto, Chairman of RTD Financial Advisors, Inc. was selected for this list. In addition, he was one of only five advisors profiled in the cover story which just appeared in the August 27, 2007 issue (on newstands now). Roy’s comments describe how RTD works with their clients by first focusing on their values and goals. He notes that, “his goal . . . is to remove money and investing as a source of angst, and for his clients to view these instead as a means to an end.”
Of the 100 advisors nationwide, RTD was the only Philadelphia based firm to appear on the list, and we are all very proud. Reprints will be available shortly on our website.
*Barron’s, a Dow Jones financial weekly publication
July
RTD Financial Advisors, Inc. was selected as one of the most dependable Wealth Managers of Philadelphia and Southern New Jersey by Goldline Research. Click Here. (Adobe Reader Required)
May
Jane A. Rose was quoted in the June issue of Consumer Reports Money Adviser. The title of the article, "Don't fear the dreaded 'B word' - Even the squeamish should try to forecast what they'll spend in retirement".
Marc Labadie was awarded the Accredited Investment Fiduciary™ designation (AIF®). Marc is now part of a prestigious network of professionals dedicated to advancing fiduciary responsibility.
March
Richard J. Busillo has successfully completed the educational requirements and has been granted the designation of RPA (Retirement Plans Associate) -- a specialty designation focused on retirement plans offered through a joint program of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.
January
We are excited to announce that Paul A. LaViola is back with the firm as a shareholder and relationship manager. Please review the "Who We Are" section of the website for more details. In addition, Stephen M. McDade has joined the firm as an Associate Planner. Steve and Paul have been working closely together at Financial Planning Solutions, LLC over the past year and a half.
2006
November
It's official ! Medical Economics Magazine has published its exclusive list of 150 best financial advisors for doctors and Roy Diliberto was selected once again. For the body of the article, click here.
October
Roy Diliberto's book signing is taking place at the Financial Planning Association's Annual Conference in Nashville, Tennessee, October 21-24, 2006
The Gathering of the Global Financial Planning Profession
Gaylord Opryland Resort & Convention Center
August
Roy Diliberto's much anticipated book, "Financial Planning - The Next Step" A Practical Approach to Merging Your Clients' Money with Their Lives is now in print. The book was written for Financial Planners and is receiving great reviews.
June
Roy Diliberto authored an article in Financial Advisor Magazine titled, "The Power of Giving".
On June 16th, Jeff Weiand was awarded the Accredited Investment Fiduciary™ designation. Jeff is now part of a prestigious network of professionals dedicated to advancing fiduciary responsibility.
May
Roy Diliberto authored an article in Financial Advisor Magazine titled, "Three People You Meet on Earth".
Roy Diliberto spoke at the Philadelphia FPA Symposium on May 23rd. The session was titled, "Financial Planning - The Next Step".
April
Roy Diliberto was invited to speak in Las Vegas on April 28th for the Financial Advisor Retirement Symposium. The topic as "Creating a Meaningful Retirement for Your Clients".
March
Roy Diliberto authored an article in Financial Advisor Magazine titled, "Estate Plans that Really Work".
2005
December
Jeff Weiand has been invited to serve on TD Waterhouse's National Advisory Panel.
Jane Rose is quoted in Consumer Reports Money Adviser in the January 2006 issue entitled, "Where to get money when you really need it".
November
Jeff Weiand and Richard Busillo celebrate 20 years with RTD Financial Advisors, Inc.
August
Jeff Weiand was quoted in the New York Times in an article entitled, "In the Long Run, Sleep at Home and Invest in the Stock Market".
June
RTD announces the hiring the Alan M. Brecher. Alan brings to RTD Financial Advisors, Inc. a wide-ranging business background, along with an undergraduate degree from Carnegie-Mellon University and an MBA from Temple University. His extensive experience includes founding a real estate development company, becoming a partner with Rouse & Associates, and serving as chief operating officer of a commercial construction company. More recently, Alan was the vice president of business development of a regional telecommunications firm, as well as an investment advisor representative for a major financial services company. We believe this broad background will enable him to better understand the complexities of our clients.
May
Jane Rose was quoted in the Journal for Financial Planning titled, "Can you turn a profit in a nonprofit world?
April
Congratulations to Marc Labadie for successfully passing the comprehensive Certified Financial Planner™ exam.
March
Richard Busillo appeared on NBC Nightly News with Brian Williams during their weekly feature on Retirement Planning.
February
An article by Roy Diliberto, "The Death March of Numbers" - Financial Advisor Magazine.
January
Who is showing the way in the planning profession? Based on Financial Planning Magazine's annual poll of the most influential people, they profiled nine leading lights, as determined by votes from the readers, judges and editors of Financial Planning. Roy Diliberto is one of the nine.
Richard Busillo was elected to the Board of Directors for the March of Dimes Southern New Jersey Division.
2004
Paul LaViola was elected to the position of Secretary of the Philadelphia Tri-State Chapter of the Financial Planning Association.
December
Once again, Roy Diliberto was named one of the 150 Best Financial Advisors for doctors in Medical Economics® magazine.
Roy Diliberto was a featured speaker at Investment Advisor Magazine's Annual Workshop - "Financial Planning - The Next Step"
November
John Hochschwender is featured in the Philadelphia Inquirer's Business Section in an article titled, "Experts tackle readers' retirement questions"
Roy Diliberto was the keynote speaker at Financial Advisor Magazine's Annual Symposium - "Merging Your Clients Money With Their Lives"
Roy Diliberto's article "Retirement Destinations" appeared in The Journal of Financial Planning
October
Jane Rose was quoted in the Money Adviser section of Consumer Reports titled, "Avoid retirement distribution fumbles".
September
Richard Busillo, Jeff Weiand, Roy Diliberto and John Hochschwender attended the Financial Planning Association's National Conference in Denver Colorado.
Roy Diliberto spoke at the Financial Planning Association's National Meeting in Denver - "Client Transitions"
August
Richard Busillo participated as a mentor in an intense, weeklong, CFP Residency Program held at the American College in Bryn Mawr. The focus is on advanced financial planning topics and strategies.
July
John F. Hochschwender is appointed Vice President and Director of the firm's financial planning department.
June
Roy Diliberto's article, "The Initial Interview: Helping Your Clients Find a Home" - appeared in The Journal of Financial Planning.
May
CONGRATULATIONS TO ROY T. DILIBERTO - Selected by Investment Advisor Magazine to this year's list of the 25 most influential people in and around the planning profession. Click here
Richard J. Busillo was on a panel dealing with career opportunities in the financial planning profession. The program is part of The Financial Planning Association's Spring Symposium held at Villanova University.
"Getting at the Heart of Charitable Giving" is the topic of the seminar Roy Diliberto was invited to speak at. The half day seminar was sponsored by Temple University.
April
Roy Diliberto just had an article entitled, "The Value of Advice" published in the April edition of Financial Advisor Magazine.
February
Roy Diliberto spoke at TD Waterhouse's National Conference in Orlando on the subject, "Best Practices for Financial Advisors".
Roy Diliberto spoke at The American Institute of Certified Public Accountants (AICPA) National Conference in Las Vegas. The topic was titled, "Delivering Value to Your Clients' Lives - How to Monitor the Only Balance Sheet That Really Matters".
2003 January
November
Richard Busillo and Jeff Weiand were featured guests on Comcast CN8 Money Matters show. The topic of the show was on 401(k)s.
The Financial Planning Association (FPA) held their national, annual meeting in Philadelphia, November 1st through November 4th. Roy Diliberto, Richard Busillo, Jane Rose, AJ Diliberto, John Hochschwender and Jeff Weiand were all in attendence participating in many of the valuable educational sessions.
October
We are very excited and honored that our firm was featured in the November issue of Financial Advisor Magazine. The article was titled, "Challenging Conventional Wisdom". The article epitomized our philosphy that financial planning goes well beyond the numbers. A couple of brief excerpts from the article:
“I tell clients what I try to do is merge their money and their life, to the point where their life and their money aren’t fighting with one another,” Diliberto says. “I think the best term for it is ‘financial planning done well.’”
“The objective is to have your client live life free of worrying and pursue their life’s dreams and goals without worrying about money on a day-to-day basis.”
September
AJ Diliberto has passed all requirements and is now a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Congratulations to Michelle King for passing the Registered Paraplanners exam.
Roy Diliberto was invited to speak at the Investment Advisor Magazine Wealth Advisory Summit in Connecticut. The subject - "Life Planning for Wealth Advisors - Its More Than Money".
Richard Busillo will be teaching the CFP Retirement Planning Review Course as an adjunct adjunct an Adjunct Faculty Instructor with the College for Financial Planning.
Roy Diliberto is speaking in Phoenix - "Building Relationships to Enhance Clients' Lives".
On August 21st, John Hochschwender filmed a Financial Planning Association edumercial on WHYY for children and money. The spots will air in October.
Richard Busillo is participating in an intense, weeklong, CFP Residency Program held at the American College in Bryn Mawr. The focus is on advanced financial planning topics and strategies.
On August 13th, John Hochschwender presented a "transition seminar" for men with Multiple Sclerosis. It was sponsored by the Delaware Valley Chapter of the National Multiple Sclerosis Society and was held at the Scotland Run Golf Club in New Jersey. The focus of the seminar was on health insurance, long-term care and medicare/medicaid planning.
Roy Diliberto wrote an article that appeared in The Journal of Financial Planning titled, "Back to the Future" (Understanding your clients' money history is essential if your recommendations are to match their attitudes)
Roy Diliberto was quoted on "CBS Marketwatch" in an article titled, "Mutual Understanding".May
July
Roy Diliberto spoke in Washington D.C. at a Financial Planning Association meeting - "The Discovery Process and Financial Planning".
Roy Diliberto was a guest on Chuck Jaffe's radio program on personal finance.
Richard Busillo attends a conference for top advisors, which was held in Los Angeles. The conference focused on current trends and legislative updates concerning Qualified Retirement and 401(k) Plans.
Roy Diliberto was in San Francisco at the Financial Planning Association Northern California Regional Conference speaking in front of a group of Financial Planners - "Life Planning 201"
Roy Diliberto was quoted in an article appearing in the Journal of Financial Planning, "Helping Clients Find the Golden Ring".
Roy Diliberto wrote an article titled, "Reading the Weather" (Three events have changed the way that people feel about money: 9-11, the great tech bubble burst, and corporate corruption. Advisors need to understand this when helping clients).
March
Roy Diliberto wrote an article - "You've Got the Spirit" that appeared in the Journal of Financial Planning (Many advisors have the spirit for Financial Life Planning, but need a process to implement it properly).
February
Research Magazine's February cover story featured Roy Diliberto in an excellent article titled, "Your Money or Your Life". Click here for full article.
Roy Diliberto spoke in San Diego at the TD Waterhouse Annual Conference - "Integrating Financial Life Planning in Your Practice".
January
Roy Diliberto co-authored an article in The Journal of Financial Planning titled, "Financial Life Planning: Moving to Qualitative Inquiry". Roy recently facilitated a Financial Life Planning workshop and was discussing how qualitative discovery is at the core of all good advice. “Quantitative recommendations and technical expertise,” he pointed out, “are tools that should be judiciously used to help people achieve their goals and dreams. They are the means, not the ends.” Click here for full article.
August
2002
December
In the December issue of Medical Economics, Roy Diliberto was named one of the "150 Best Financial Advisors for Doctors".
November
Roy Diliberto co-authored an article in The Journal of Financial Planning titled, Financial Life Planning: Death of the Assumption (Why it is dangerous for advisors to make assumptions about their clients' needs without adequate probing). Click here for full article.
Jane A. Rose participates in "Women, Money and Social Change", an educational forum planned by Womens Way. She is the author of the article, "A Short Refresher Course in Charitable Giving and its Tax Deductibility", which was included in the seminar's "Toolkit".
October
Roy T. Diliberto, Richard J. Busillo, AJ Diliberto and John Hochschwender attend and participate in the Financial Planning Association's (FPA) annual Success Forum. This year's conference was held in New Orleans and as always, was a tremendous opportunity to gain knowledge and network with peers in the profession.
Jeff Weiand attends the first annual European Investment Conference held in London and Zurich. Much of the focus was on the challenges and benefits of international investing in today's environment.
September
9-23-02, The Dallas Morning News, Roy T. Diliberto is quoted in the article titled, "Advisors focus on planning for life, not retirement". Click here for full article.
The September 2002 issue of "Mutual Funds Magazine" names Roy T. Diliberto as one of one hundred top advisors coast to coast.
Bloomberg Personal Finance, Roy T. Diliberto is quoted in the article titled, "The View From the Sidelines".
Journal of Financial Planning, Roy T. Diliberto co-authors the article titled, "Planning in the Intuitive Age". PAGE 5.
August
On August 8th, the CNBC camera crew was in our office. Roy T. Diliberto was on CNBC's Business Central that evening discussing debt management.
June
RTD relocates its headquarters to United Plaza, 30 S. 17th Street, Suite 1720, Philadelphia, PA 19103.
2001
4th Quarter
RTD hires John H. Hochschwender, CFP opens West Chester, PA office.
November 6, 2001, The Philadelphia Inquirer, Jane A. Rose is quoted in the article, "Charity, without all the paperwork".
Back to News Center
Michael Smith was elected to the Board of Directors of The Financial Planning Association (FPA) for a three year term beginning January 1, 2009. The board sets the vision for the National Association, positions FPA as The Heart of Financial Planning™, and contributes to building and advancing the profession. Michael was one of 47 individuals nominated for one of six board seats. Each nominee completed a lengthy written application which consisted of several questions relating to their history of volunteer work (with FPA and elsewhere), their vision of FPA’s future, any real or perceived conflicts of interest, and their understanding of the time commitment serving on the board requires.
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