Trending Topics
Past Week
- 11 Reasons Why Financial Advisors Should Consider A Windows 8 Ultraportable
- Does The Revelation Of Fees Paid To Advisors From Schwab And Fidelity Taint The Perception That RIAs, As Fiduciaries, Are Above Conflicts?
- How To Make Your Most-Frequently Used Documents More Accessible
- RIA Brochure Delivery Rule: Do I Really Have To Deliver This "Thing" To Clients If I Made No Material Changes Since Last Year?
- Google Now Offering 15GB Of Free Storage, Shared Across All Services
- Content Isn't King. Trust Is King.
- For An Advisory Firm, A Private Cloud May Not Always Have A Silver Lining
- Why A Uniform Fiduciary Standard Isn't The Answer
- Succession Link, A New Listing Service For Advisors Who Want to Sell Firms, Debuts
- MoneyBlock, An Online Independent BD Focused on Reps And RIAs Utilizing Options Strategies, Launches Proprietary Client Management Platform
Past Month
- CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries
- What Every Financial Advisor Needs To Know About Producing Videos; An Essential Guide For Financial Advisors
- Eight Tips To Jumpstart Your Advisory Firm’s Online Videos And 20 Suggested Video Topics, Plus A Discount Code For $30 Off Camtasia Studio 8 Video Editing Software
- Schwab Performance Technologies Launches “PortfolioCenter Hosted;” Do You Know What It Really Is?
- Focus On The Big Rocks
- Should Advisors Upgrade To Microsoft Windows 8? Are We Witnessing The Death Of The PC?
- Mass-Affluent-Advisor Shakeout Keeps Rolling Along; CNBC Puff Piece On Financial Advice Apps That Replace Advisors Marks A New Chapter In Financial Planning
- Nokia Lumia 928 Debuts On Verizon May 16, And Will Be An Attractive Alternatve To Advisors Using Windows In The Office
- Windows Ultra-Portables: What Financial Planners And Wealth Managers Need To Know
- What Do You Do If Your Cloud Service Is Discontinued, Obsolete or Sold?
Past Quarter
- Schwab's Forced Arbitration Clause: A Leader Among Fiduciaries Says Custodians Imposing Arbitration Triggers An Obligation Of Disclosure On RIAs
- The Truth Behind The Asset Location Controversy
- NPR Reports On “The Personal Finance Industrial Complex” And Says The Only Person You Should Trust With Your Money Is Yourself
- CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries
- Wealthfront, A Startup That Wants To Replace Financial Advisors, Raises $20 Million In A New Funding Round
- Income Discovery, A Retirement Income Planning App, Fills A Niche In Software For Financial Advice Professionals
- What Every Financial Advisor Needs To Know About Producing Videos; An Essential Guide For Financial Advisors
- News Analysis: The Real Story Behind The SEC Warning That It Has Found “Widespread” Violations By RIAs Of The Custody Rule
- Give States Oversight And Examination Authority Over RIAs Managing $1 Billion Or Less To Solve The RIA Regulatory Mess
- Accused By State Securities Regulators Of Falesly Advertising He Acted As A Fiduciary, Illinois Advisor Says He’s Done Nothing Wrong
Past Year
- Ken Solow's Presentation On Friday Marks A Pivotal Turn For Investment Advice: Active Management Now Respected By Many Mainstream Private Wealth Advisors
- Does CFP Board’s Suggested Disclosure For Form ADV Mislead Consumers About Whether Their Advisor Is A Fiduciary?
- CFP Board Multimedia Series Sheds Light On When CFPs Are And Are Not Acting As Fiduciaries
- Proposed Changes To The COLA Index Could Dramatically Impact Some Clients' Retirement Plans
- Should AXA Equitable's Variable Annuity Customers Accept Its Offer?
- Delaying Receipt Of Social Security Benefits Should Be A Targeted Strategy In Retirement Planning
- Chairman Of CFP Board Resigns Along With Two Members Of Disciplinary And Ethics Committee Over Alleged Violations Of CFP Board Professional Standards Of Conduct
- Underscoring Why The Financial Planning Coalition Is Headed In the Wrong Direction, 1,100 Advisors Attended AICPA’s Financial Planning Conference
- Eight Days And Still Waiting For An Answer From CFP Board About Whether It Is Misleading Consumers; A Life Lesson For Advisors About The Power Of Blogging
- CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary
