Prominent financial planners criticized the CFP Board at a luncheon this week for its lack of communication, not only when it made changes that led to the resignation of key...
Despite a string of government economic reports indicating that the economy is not as weak as many had predicted earlier this year, former Federal Reserve Board Chairman Alan...
If a recent survey of students enrolled in Texas Tech University's financial planning program is any indication, much of the next generation of financial advisors want to steer clear of traditional...
Looks like the bite of higher fuel prices is finally leaving its teeth marks on the collective public, with a sizable chunk of people cutting back on gas usage and curtailing summer vacation...
The U.S...
Parents of this year's high school seniors have saved only 13% on average of the estimated $100,000 needed to pay for their child's four-year college education, says Fidelity...
National Advisors Trust announced it named Ronald Ferguson as the organization's new chief executive officer. Based in Overland Park, Kan...
Many financial advisors consider annuities to be a dirty word, but these investment vehicles are playing a growing role in retirement planning and are projected to reach $2...
Although there are some variations based on gender and geography, affluent baby boomers are being hit hard by the economic slowdown and are making changes in their...
The country's home prices fell 1...
CFP Board Picks Five Members For Discipline And Ethics CommissionThe Certified Financial Planner Board of Standards on Tuesday chose five new members for its Discipline and Ethics...
Kochis Fitz/Quintile, the wealth management giant that formed earlier this year after the merger of two California firms, announced Monday that it changed its name to Aspiriant...
Diahann Lassus, president of the Lassus Wherley, a wealth management firm in New Providence, N.J...
Educational standards for Certified Financial Planners will be reviewed, upgraded and enforced by a new board, the Council on Education, being created by the Certified Financial...
The vast majority of baby boomers and their parents are deeply concerned about the current economy and the future and many are seeking outside advice, says a new survey by AARP of...
American retirement assets grew 6.7% in 2007, according to the mutual funds trade group Investment Company Institute...
Upswing CRM, a web-based on-demand customer relationship management program for financial services professionals, has announced plans to release a comprehensive upgrade on May 21. Upswing Version 2...
Despite recent studies that paint a rosy picture of how well baby boomers are prepared for retirement, a study from Barclays Global Investors paints a gloomier scenario...
Financial chat rooms and blogs are the Wild West of financial information, but that doesn't seem to matter to a lot of folks who base their investment decisions on information they pick...
A woman retiree in the U.S...
