Must Have Certifications And Designations For Retirement Planners
Helping others to realize their dreams is certainly no easy matter. It requires financial smarts, the right credentials, and no small measure of passion.
Rainbow Warriors: Working With LGBT Clients
Investment Advisor’s February cover story focuses on how LGBT clients need help protecting their finances from a blitz of varying state laws.
Earning Credentials in LGBT Planning
What holds back same-sex couples with good incomes from working with financial planners?
After DOMA, Financial Planning Still a Challenge for Same-Sex Couples
More and more states have struck down gay marriage bans, but uniformity in benefits is still a long way off.
Schwab, TD Ameritrade Report 3% Monthly Uptick
TD Ameritrade also says it has expanded its online education site for RIAs.
President-Elect Sandy Says FPA's Diversity Is Its Strength
A 25-year advisory industry veteran, Pamela Sandy takes office in 2015, says advocacy in Washington will remain a top priority for the Financial Planning Association.
The Process of Financial Planning: Time to Go to the Next Level?
I think it may be time to create a true profession of financial planning.
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.
Raymond James Nabs $80M Wells Team in California
Two advisors join the employee channel in Santa Barbara with some $950,000 in yearly fees and commissions.
The New Challenge for the Next Generation of Financial Planners
The firms that figure out how to profit from “apprenticeship” planners, helping turn trained planners into effective salespeople, will be the ones that succeed.