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.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
A Cool Place to Work: How Advisory Firms Are Attracting, Retaining Top Employees
How is this for a dream job? Unlimited paid leave. Time off for philanthropy. Friday chair massages. Forward-thinking advisory firms are looking to boost employee buy-in and morale.
Health Care Is the New Wealth Care
WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.