A
retreat in Galveston Island, Texas, that will focus on the art and
science of financial planning, and an annual meeting in Seattle, are
among the 2007 events recently...
The
American College will focus on the importance of disability income
protection for its annual National Financial Awareness Day events this
year...
The IPO market may be getting a boost from a surprising sector this year-technology...
This
year's annual conference for directors of CFP Board-registered
programs will include The Financial Planning
Association (FPA) as a co-sponsor...
Investment professionals at Eaton Vance say valuations have moved to
the point where they foresee outperformance by high-quality domestic
large caps over the next three to...
The
Financial Planning Association (FPA) has announced its January schedule
of Virtual Learning Center sessions-including a two-part series on
insurance and retirement savings...
TD Ameritrade has bought the assets of Gail Weiss & Associates, including its trust company subsidiary, International Clearing Trust Company (ICTC), the companies announced...
The
CFP Board of Standards has pushed back the implementation of a new rule that will require new CFP
certificants to have at least a college bachelor's
degree...
Financial advisors ended 2006 with a note of pessimism, according to
the Rydex Advisor Confidence Index (ACI)...
The American College has awarded its highest honor
to financial advisor Jack B. Turner of Jack B. Turner & Associates
in Clarksville, Tenn...
CRM Software, the developers of Junxure-i, one of the industry's leading client relationship management systems and ClientView, an application that helps advisors create and post...
Community
foundations-the charity vehicle of choice for many philanthropic
investors-are having a tough time dealing with competition and an
increasingly complex investment...
The
Financial Planning Association has published a book that it says
provides consumers with the "straight talk" about financial planning...
The
Certified Financial Planner Board of Standards is accepting
applications for its grant programs through March 1, 2007, the board
announced...
OppenheimerFunds Inc. recently announced a major upgrade to its
Retirement Income Manager Software...
Neil Simon, the director of the Financial Planning Association's Government Relations Department, headquartered in Washington, D.C...
Independent advisor firms with annual revenues of $1 million or more
devote more time to attracting and keeping employees, according to a
new study...
Fee-only advisors are taking a more active role in endorsing annuities that charge a flat-fee...
A former Ameritrade executive has been named chief
operating officer of The MuniCenter L.L.C., a fixed-income trading
system founded six years ago...
Eaton Vance is offering a tax-managed account designed for investors
whose qualified retirement plans have hit their contribution limits...
