Hedge funds averaged total returns of 2.10% in the first
quarter-outperforming major indexes such as the S&P 500 and the
MSCI World Index, according to Morningstar Inc...
The Financial Planning Association (FPA) is offering these sessions through its next two weeks...
Schwab Institutional is accepting nominations for its second annual IMPACT awards, which recognize independent advisors and firms who have advanced the advisory industry "through...
"Priceless," is how Financial Planning Association (FPA) Chairman Dan Moisand characterized the association's federal appeals court victory today, forcing the Securities and...
Health care costs are taking an increasingly larger share of retiree
budgets-increasing an average of 7.5% this year, according to a new
report...
Advisors, like consumers, are getting more worried about the economic picture...
The
Financial Planning Association (FPA) and The Wall Street Journal are
partnering to educate the newspaper's readers about the value of
financial planning...
The appointment of Richard Goldman as president of Security Investments Corp...
Stock market volatility and real estate values have made millionaires wary about the future-but not to the point where they are abandoning equity...
Upswing, Inc...
The second draft of the revised CFP ethics code has won
the support of the Financial Planning Association, which was one of the
chief foes of the original revision...
The
Financial Planning Association is asking the Securities and Exchange
Commission to clarify when a broker-dealer is considered exempt from
the Investment Advisers Act of...
As
investor awareness of market risk and the value of asset allocation
have grown, non-traded real estate investment trusts (REITs) have
become a major component of many...
Morningstar Inc...
Investors Capital Corp. has found a "casual" way to generate money for some serious causes...
All CFP certificants who provide financial planning services would be required to provide clients with the "care of a fiduciary" under a second revision of the CFP Board of...
The
independent advisor custodial services market has in recent years been
dominated by the Big Three. Now, however, the dominating companies are
a foursome...
The
Financial Planning Association pro bono support program-created five
years ago to serve victims of the September 11 terror attacks-has
received a $295,000 grant from the...
CRM
Software, creators of the popular Junxure CRM software for advisors,
has announced the release of Junxure ClientView 2.0.
Unlike ClientView
1...
The CFP Board of Standards board of directors says it will release a second draft of its controversial ethical standards revisions at a public meeting on March...
