Total: 24 results found.
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Texas Tech Reopens Renovated Charles Schwab Personal Financial Planning Technology Complex
(Matching tags: custodians,profession,Schwab)
Texas Tech University last week reopened the Charles Schwab Personal Financial Planning Technology Complex at a ribbon cutting event celebrating completion of the renovation of the facility.
Wednesday, March 06, 2013
NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself
(Matching tags: public relations,SEO,profession,client education,fiduciaries)
... press blasts advisors for incompetence. What’s different now is that this latest of strain of personal finance-consumer protection journalism is tarring the entire financial advice
Wednesday, March 06, 2013
Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference
(Matching tags: CFA,IMCA,FPA,profession,regulation,RIAs,SRO,financial planning,CFP Board,NAPFA,Dodd-Frank,fiduciaries)
With AICPA saying 1,100 advisors attended its financial planning conference this past week, the importance of CPA financial planners to the financial planning
is self-evident, as is the unrealistic ...
Friday, January 25, 2013
For CFPs To Be Regarded And Regulated As Professionals, Financial Planning Coalition Must Build Bridges, Not Walls; CFP Alignment With CFAs, CPAs, CPWAs Is In Consumers’ Best Interest
(Matching tags: CFA,IMCA,fiduciary standard,profession,RIAs,CPAs,CFP Board,NAPFA,fiduciaries)
It is provincial, unrealistic and not in the best of interest of consumers to view the CFP designation as superior to all other
al designations, and NAPFA’s full-embrace of the ...
Tuesday, December 18, 2012
CFP Board Lambasted In Wall Street Journal; WSJ Blogger And Practitioner Allan Roth Questions Whether CFP Board Deserves To Be Trusted
(Matching tags: dually registered,profession,integrity,CFP Board,fiduciaries)
In a scathing column blasting the CFP Board, CFP licensee Allan S. Roth, who writes for The Wall Street Journal’s personal finance blog, accused the CFP Board of giving little more than lip service ...
Wednesday, September 19, 2012
Survey: Do You Make Money By Writing Financial Plans?
(Matching tags: Advisor businesses,profession,financial planning,CFP Board)
Financial advisors have long complained about the difficulty of making money on writing financial plans. But is it really problem? Here's a short survey aimed at helping find out. In June 2011, I write ...
Monday, August 20, 2012
Executives At Industry Firms Gather To Map Out Strategies To Attract Younger Advisors
(Matching tags: Advisor businesses,profession,exit planning)
Executives from nearly a dozen firms gathered recently to map out strategies for developing the next generation of advisors and planners. Advisors are growing older and retiring or selling their businesses, ...
Friday, August 03, 2012
2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works
(Matching tags: Advisor businesses,profession,Wealth Management,financial planning,CFP Board)
The 2012 Household Financial Planning Survey paints a grim picture of the American household’s financial condition and deals a dose of bad news for financial advisors. Sponsored by the Certified ...
Friday, July 27, 2012
Ric Edelman, One Of Top Financial Advisors Of All-Time, Says He’s Been Alienated By The Financial Planning Association, Which Tells You Something's Very Wrong With The FPA
(Matching tags: profession,financial planning,fiduciaries,advisor industry people)
Ric Edelman, one of the most successful and influential financial advisors in the nation, says he’s been alienated by the Financial Planning Association, the nation’s most influential
Sunday, July 01, 2012
Ernst & Young Survey Discloses Willingness Of CFOs To Take Bribes
(Matching tags: fraud,profession,Due Diligence)
Surprising and disappointing results came from Ernst & Young’s annual and recently conducted global fraud survey. It found that 15% of chief financial officers (CFOs) across the globe would ...
Wednesday, May 23, 2012
Harold Evensky, Long A Champion Of The CFP Designation, Explains Why He Is Joining The Board Governing The RMA Designation
(Matching tags: profession,differentiation,retirement income,advisor industry people)
Harold Evensky, long a leading voice in the movement to make the financial advice business a
, is joining the board of governance for the Retirement Management Analyst (RMA) designation. Evensky’s ...
Monday, May 14, 2012
CFP Board Changes Experience Requirement And Procedures For CFPs Filing For Personal Bankruptcy As Well As Key Disciplinary Rules
(Matching tags: profession,regulation,CFP Board)
The Certified Financial Planner Board of Standards, Inc. today announced a change to its requirement that candidates obtain three years of experience in the
, saying that two years of fulltime ...
Thursday, April 05, 2012
President Of Morningstar's Investment Management Division Joins Curriculum Advisory Board For Retirement Management Analyst Designation
(Matching tags: RMA,profession,retirement planning)
Peng Chen, Ph.D., CFA, president, Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.
Thursday, April 05, 2012
Answers To Your Questions About The Retirement Management Analyst Designation
(Matching tags: investing for income,profession,retirement planning,annuities,financial planning,retirement income)
... also providing inflation protection and potential growth. In contrast to an investment management
al, a Retirement Management
al through the RMA℠ designation has demonstrated ...
Friday, March 30, 2012
Here's A Chance For You To Participate In The Internet Movement To Improve Everything
(Matching tags: profession,investment fiduciaries,leadership,client education,financial planning,family offices,fiduciaries,Offbeat,investor behavior)
... a financial advisor who wants to be treated like a
al, here's a chance to act like a
al: email psychologists to sign a petition to create a financial division. ...
Wednesday, March 21, 2012
Are Registered Reps Capable Of Acting In A Fiduciary Manner?
(Matching tags: fiduciaries, client education,regulation,profession,practice management)
The term ‘financial advisor’ is a title that remains unregulated. Most clients still have no idea what being a fiduciary means or if their advisor or rep is one. Knowing when an advisor is ...
Tuesday, March 20, 2012
Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent
(Matching tags: new investors,business strategy,technology,Advisor businesses,profession,strategic planning,online financial advice,competitors,prospects,investment advisors,asset management,Financial Planning Apps)
For financial advisors tracking the growing competition from consumer finance apps, here’s a roundup of seven free personal finance apps and a fuller explanation of why these types of apps pose a ...
Sunday, March 18, 2012
Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)
Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...
Friday, March 16, 2012
Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?
(Matching tags: profession,investment advisors,financial planning,CFP Board,profitability)
“The revolution that began in December 1969,” according to the opening page of "The History of Financial Planning: The Transformation of Financial Services" (John Wiley and Sons, ...
Monday, March 12, 2012
Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP
(Matching tags: profession,financial planning,CFP Board)
... looking for suitable retirement advice is that there has been a proliferation of
al designations, and it can be really hard to tell one from the other. In an ongoing discussion at advisor4advisors, ...
Friday, March 02, 2012
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