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By Bob Clark |
April 29, 2013
Do we really need another book about financial planning?
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By Bob Clark, AdvisorOne |
November 7, 2012
In the digital age, the Board’s process in the Alan Goldfarb, et al., case just doesn’t cut it. And what’s up with The American College piling on?
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By David Tittsworth, IAA |
July 6, 2012
If you’re not in favor of having FINRA become the SRO for RIAs, join the advisor grass-roots effort to advocate with Congress against Bachus bill.
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By Joyce Hanson, AdvisorOne |
May 7, 2012
NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
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By John Sullivan, AdvisorOne |
February 5, 2012
In addition to two CE credits, attendees received guidance, case studies and a bit of humor from presenter Jeffrey Rattiner.
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By Melanie Waddell, AdvisorOne |
December 20, 2011
The regulatory/legislative front will heat up in the New Year for advisors, with four issues taking center stage—the SEC and DOL's fiduciary rules, an SRO for advisors and the 'switching' of advisors.
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By James J. Green, AdvisorOne |
September 16, 2011
Board leadership says SEC should move forward with uniform fiduciary standard rulemaking; will expand public awareness campaign from print to NPR.
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By Joyce Hanson, AdvisorOne |
August 17, 2011
The Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.