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By Knut A. Rostad |
March 18, 2010
The battle for the fiduciary standard in financial reform legislation took an unexpected turn a couple weeks ago. The National Association of Insurance and Financial...
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By Melanie Waddell, AdvisorOne |
February 1, 2010
The fiduciary battle is kicking into high gear. Advisor trade groups as well as state securities regulators and investors rang in the New Year by...
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By Melanie Waddell, AdvisorOne |
December 1, 2009
The American College, which provides educational exams for the Certified Financial Planner mark and other planner designations, supports an amendment to the Investor Protection Act...
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By Melanie Waddell, AdvisorOne |
December 1, 2009
College suggests Dodd ask SEC to issue a report on impact of 'one-size-fits-all' standard
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By Bob Keane, James J. Green, AdvisorOne, James J. Green, AdvisorOne |
November 12, 2009
Well, Morris, you (and/or I), seem to have stirred up at least a micro-hornet's nest with the grandfathering issue on certification. I think your responses...
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By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne |
October 26, 2009
Advisor Morris Armstrong recently took the CFP Board to task on his "Financial Planning for You" blog over the issue of "grandfathering." A ChFC himself,...
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By Danielle Andrus, AdvisorOne |
August 19, 2009
The American College, which provides the chartered financial consultant designation, is increasing the educational requirements needed to earn the designation. On Oct. 1, 2009, the...
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By Kara P. Stapleton |
March 1, 2009
? The Financial Planning Association's Board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for FY 2009-2010, which...
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By Staff Writer |
February 4, 2009
The Chartered Financial Consultant (ChFC) designation will require a total of nine college-level courses for students starting the program beginning October 1. Already containing all...
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By David Port |
November 1, 2008
How to capitalize on the opportunities -- and dodge the landmines -- buried in IRA rollover rules. High-powered spectacles and a strong espresso aren't prerequisites to...