The Financial Planning Association has released its May lineup of Virtual Learning Center sessions...
The New York chapter of the Financial Planning Association gave its 2007Malcolm S...
The CFP Board of Standards, which has had trouble keeping CEO's the past several years, is hoping a 20-year veteran of a financial services membership organization will be the...
With the aid of their attorneys, former advisory firm principals Don Rembert and Marjorie Fox settled their respective lawsuit and countersuit over who owned advisory clients after she was...
A
new research study by Fidelity Investments indicates that many boomer
and preretirement couples are not "in sync" with regard to retirement
planning issues...
In
a 1,700-mile cross-country move designed to gain a bigger voice for CFP
licensees in policy and lawmaking decisions in the nation's capital,
the CFP Board of Standards will...
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...
