4 Financial Planning Profiles That Determine Consumers’ Future Success
In something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
Don’t Confuse Titles With Licenses, Warn SEC, NASAA
Unlike a license, certain titles and designations may be “simply purchased, or even made up" by advisors, the regulators warn.
Staples, Goldfarb Departures Not Linked, CFP Board Says
The CFP Board is now searching for a director of investigations to replace Rex Staples, whose last day will be Friday.
CFP Board Announces Rich Rojeck as 2014 Chair-Elect
Rojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."
4 Financial Planning Steps for New American Citizens
Apropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.
New Hire Roundup: Magner Moves Up at Mercer
This week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.
CFP Board Appoints Panel to Boost Number of Female Advisors
The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.
Strategies to Improve CE Credit: More Is Better
The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.
Top 10 Ways to Stop Elder Financial Scams
CFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.
New Hire Roundup: Collins Named as TDAI’s Head of Advisor Transitions
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.