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By Danielle Andrus, AdvisorOne |
June 1, 2012
Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.
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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.
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By Melanie Waddell, AdvisorOne |
July 13, 2010
As the CFP Board prepares to celebrate its 25th anniversary on July 17, a new survey released Tuesday, July 13, reveals that two-thirds of Americans (66%) believe that the U.S. economy will hold steady or improve over the next six months.
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By Kathleen McBride, AdvisorOne |
February 1, 2010
Quest to make financial planning a profession continues.
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By Kathleen McBride, AdvisorOne |
January 27, 2010
The Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession.
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By Staff Writer |
October 1, 2009
? Charles Moran, JD, CFP, is the new chair-elect of the Certified Financial Planner Board of Standards' Board. He will begin his duties on January...
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By Kara P. Stapleton |
September 29, 2008
The Board of Directors of the Certified Financial Planner Board of Standards has elected Robert Glovsky as chair-elect, effective January 1, 2009, when Marilyn Capelli Dimitroff begins her term as 2009 chair. Glovsky, president of Mint Levin Financial Advisors in Boston, will then serve as the CFP Board's 2010 chair...