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By Dan Moisand, CFP |
June 7, 2011
Reflections on the FPA in China trip include Dan Moisand's musings on what he learned about China and its financial planners, and newfound appreciation for his own country.
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By Marie Swift |
October 1, 2008
In my last article, I relayed the startling statistic that by the end of this year, the number of non-U.S. CFP certificants will almost surely...
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By Marie Swift |
September 1, 2008
Here's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...
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By Staff Writer |
August 1, 2008
Laura Brook, director of international relations for the Financial Planning Association, points out that advisors should be sure to determine their clients' citizenship status. "Do...
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By David J. Drucker |
March 1, 2007
American culture and behaviors from movies to fast food, get exported every day -- and wealth management is no exception. Of course, private banking, the precursor...