"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...
The Hartford has launched an awareness campaign to capture a bigger chunk of the fast-growing employer retirement plan market. "This is truly an underserved market...
Fiduciary Network, a holding company created by former Undiscovered Managers CEO Mark Hurley and New York investor Howard Milstein, has agreed to acquire minority stakes in...
If the land of fiduciaries were a country, it would be one without rigidly defined borders. There is no Maginot Line. People have different opinions about who is a citizen here...