The College for Financial Planning will start
offering its CFP program through an online platform starting in August...
Estate planning is emerging as a key service as
financial advisors prepare to compete for the wealth transfer and
charitable giving needs of the baby boomer generation,...
A 12-year Fidelity veteran with a background in
retirement planning has been named president of Fidelity Registered
Investment Advisor group.
William C...
Advisors who custody assets with Schwab
Institutional now have access to Russell Investment Group's managed
account program, according to the companies...
For the second month in a row, financial advisors'
outlook on the economy and the stock market is on the upswing,
according to new data...
A former state regulator has joined
the executive ranks of the Certified Financial Planner Board of
Standards, the organization announced...
In a rare display of unanimity,
members of the Financial Planning Association indicated by an
overwhelming margin that Social Security reform is needed now to stave
off...
PIMCO investment chief Bill Gross
said today he expects the Federal Reserve to put a halt to
interest-rate increases after its August meeting...
Hedge fund managers have swung to a more bullish
stance on U.S. equities this month, according to a fund manager
sentiment index...
Client referrals continue to be the primary way
advisors take in new business, but some are finding additional growth
through the use of extra marketing...
For the first time since the September 11 terrorist
attacks, affluent Americans are more worried about the country's
financial future than they are about the terrorism threat,...
The Certified Financial Planner Board of Standards
announced a 58% pass rate among those who took the March 2005 CFP
certification exam...
If merger mania isn't sweeping the financial
advisory business, interest in it is...
The NASD has launched a new bond information Web
site that includes real-time prices on corporate and municipal bonds...
The makeup of the nation's wealthy offers financial advisors broad
opportunities for focusing in on a target market, according to a new
study...
Charles Schwab has enacted fee reductions and plans for trading
platform upgrades in response to what it calls a surge in interest in
options trading...
Charles Schwab and TD Waterhouse Group have settled
a lawsuit in which Schwab accused TD Waterhouse of "deceptive,
misleading and patently false" television advertising...
The Financial Planning Association is looking for
members willing to participate in its latest compensation and staffing
benchmark study...
The College for Financial Planning plans to offer a certification program that focuses on the special needs of
senior citizen clients...
SEI Investments has introduced a new business model
that it says will utilize a franchise structure and focus on the special needs of affluent clients...
