6 Coaching Skills All Financial Pros Must Have
Coaching — different from consulting, advising or mentoring — can help advisors improve their practice and their relationships.
In Search of the Best Financial Planning Software: eMoney
Hoping to decide on which software to purchase by next month, I give eMoney a try.
‘Strategic’ Lying: To Get the Job, Tell Advisors What They Want to Hear
We don't countenance dishonesty in the employment process. Rather, as a job candidate you should show firm owners that you can help solve their problems.
Financial Planning Programs Clamoring for Latina Students
Young Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.
Why the FPA Can’t Win in the Broker Market
It’s hard for me to believe that FPA’s scanty record on CFP advocacy is the reason membership is falling while the number of CFPs rises.
Why NASAA Is Leading the Charge Against Elder Fraud
At least one-third of the enforcement actions initiated by state securities regulators involve senior investors, and NASAA is tackling the issue head on.
In Search of the Best Financial Planning Software: MoneyGuidePro
Is MoneyGuidePro the right financial planning software for you? It's got many impressive features, for sure, but also a few drawbacks.
Could FPA’s Waning Power Lead to Its Untimely Demise?
Its membership has shrunk even as the number of CFP certificants has risen. The FPA is at a crossroads.
Pay-to-Play Compliance Reminders for Advisors at Election Time
Remember Rule 206(4)-5 of the Investment Advisers Act? The SEC does. You should, too, especially if you or your advisory firm associates make political contributions.
Dave Ramsey’s 4 Worst Pieces of Financial Advice
It is unfortunate that radio “shock jocks” influence personal financial planning. Dave Ramsey may be the king of bad advice.