Schwab’s Clark on Franchises and RIA Competition, Breakaway Brokers
Head of Schwab Advisor Services says new franchise operation will provide only 'same amount of competition as existing branches.'
Barney Frank to DOL: Revise Fiduciary Rule on Retirement Plans
Democratic Congressman writes Labor Secretary Solis, calling for her to “withdraw and repropose” fiduciary rule under ERISA; FPA and FSI voice approval
At FPA San Diego, Motivational Speaker Taylor Dares Advisors to be Different
Author and motivational speaker William Taylor closed out FPA Experience 2011 on Saturday in San Diego with a discussion of the “higher ideal” to which truly successful companies aspire.
At FPA San Diego, Currency Manager Merk Says No ‘Safe’ Assets Left
Currency fund manager Axel Merk says investors need to throw out the risk-free component of their portfolio, as there is no such thing as a “safe” asset anymore.
At FPA San Diego, Organization's Leadership Addresses Goals, Advocacy, Challenges
The Financial Planning Association’s leadership met with members of the press in San Diego on Saturday for a frank discussion of the organization’s stable membership, advocacy efforts and “second decade” initiatives.
At FPA San Diego, Alicia Munnell Paints Bleak Retirement Picture
Alicia Munnell, director of the Center for Retirement Research at Boston College, told attendees at the FPA Experience 2011: “We have a significant increase in retirement needs and a decrease in available retirement resources.”
At FPA San Diego, CFP Board Says 'Choice' Argument Against Fiduciary Standard Is ‘Baloney’
Board leadership says SEC should move forward with uniform fiduciary standard rulemaking; will expand public awareness campaign from print to NPR.
New 529 Plan Removes Worry Over Market Volatility: FPA San Diego
Too many parents saw their children’s education go from Harvard University to Hudson Community College as a result economic crash. For those who no longer wish to subject family college dreams to the vagaries of the market, Private College 529 Plan is here to help.
Schwab’s Clark: Firm Rolling Out Ad Campaign Touting Advisors—Weekend Interview
Bernie Clark of Schwab Advisor Services says custodian will show support for RIAs through multimedia marketing campaign featuring videos of successful advisors.
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.