by
Ray Fazzi
A husband-and-wife advisor team has left Merrill Lynch and
started its own independent wealth management firm in Bethesda, Md.
by
Karen DeMasters
The CFP Board's got a new consumer advocate and public face: Eleanor Blayney.
by
Ray Fazzi
Alexandra Armstrong, an early pioneer of the financial planning
movement, has affiliated with
Commonwealth Financial Network.
by
Ray Fazzi
Women have more to fear than men when it comes to facing the financial risks of retirement, according to a new report.
by
Dorothy Hinchcliff
Most husbands think they make most family investment decisions, but most wives don't agree. But there is one kind of financial planning where they do agree women take the lead.
by
Ray Fazzi
Eleanor Blayney, CFP, is developing her new role as consumer advocate for the CFP Board of Standards Inc.
by
Dorothy Hinchcliff
Men less than 35 years old are much less likely to ask for outside
financial help with their retirement ...
by
Dorothy Hinchcliff
Two members of the Financial Planning Association testified to Congress on the impact of the failing markets ...
by Amy Florian
Effectively helping grieving clients will help you retain business.
by
Karen DeMasters
Cheryl Holland and her team have grown their South Carolina firm into one that serves many of their area's wealthiest people.
by
Eric Rasmussen
Planner Kathleen Miller has made a niche business out of helping divorcing couples untangle their assets and move on.
by Tracey Longo
Eleanor Blayney is creating a new, national network of female CFPs.
CFP Board's New Conduct Standards
The financial advisory industry is always changing, and so are efforts to govern the way it's practiced...
As The Number Of Players Shrinks, Recruiting Intensifies
If the financial advisory business supposedly occupies the sweet spot of the financial...
by
Karen DeMasters
Christina Winch, a former teacher, is now the spiritually inclined matriarch of a holistic financial planning practice.
by Mary Rowland
Banks are acquiring advisory firms while still allowing them to maintain their independence.
by Mary Rowland
Big banks and brokers now realize the wealthy want objective advice, so they are buying successful independent advisory firms that offer it.
by Mary Rowland
More advisory firms are looking for the perfect mate.
by
Jeff Schlegel
Karron Wages leads a firm created by veteran advisors to serve the middle class-a task more difficult than it looks.
