Practice Management Articles

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Dealing With Clients Who Cling To Their Losing Stocks

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Clients sometimes won't sell losing stocks out of ignorance or emotional attachment, advisors say.

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CFP Board Wants More Female Financial Planning Professionals

by FA Staff

In an effort to increase the number of women advisors, the CFP Board of Standards has formed the Women’s Initiative Council.

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First Computer-Based CFP Exam Yields 66% Pass Rate

by FA Staff

A second round of computer-based tests will be administered in March.

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United Capital Acquires $500 Million Houston-Area Firm

by FA Staff

The addition of Ellis & Ellis advisory firm creates the 50th United Capital office nationwide.

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Is Google Gunning For RIAs, Custodians And Robos Alike?

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Over the last few months, financial services industry participants have started asking whether Google might enter the business, and if it did, what specific markets might the tech giant target?

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CFP Board Adds 28 'Ambassadors'

by FA Staff

The organization has added 28 new ambassadors, bringing the total amount of ambassadors to 50, who now cover 38 regions throughout the country.

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Big Three Custodians See Challenges Ahead

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The success of the independent advisory business has got the leaders of the custodial business focused on growing competitive challenges.

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Merrill Raises Broker Bonuses, Eliminates Pay On Small Accounts

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Merrill Lynch told its 14,000 brokers they will get higher bonus payments in 2015 for attracting new clients and assets but eliminated pay for servicing clients with less than $250,000.

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Credentials Matter, And So Does A Holistic Approach

by FA Staff

Consumers care about their advisors' approach to planning and their education, a CFP Board survey says.

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FPA Partners With LifeCare

by FA Staff

The financial planning services of the FPA will be added to the LifeCare platform.

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