TD Ameritrade’s Schweiss Named Fiduciary of the Year
Past winners include David Tittsworth, W. Scott Simon, Ron Rhoades and Eugene Maloney.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
3 Reasons Financial Planning Firms Should Blog: Pt. 2
If you're considering a blog for your firm, the first step is simply to understand why you would use the blog in the first place, as that can impact everything from the content you produce, to how often your produce it, to who you send it out to.
3 Reasons Financial Planning Firms Should Blog: Pt. 1
The inspiration for today's blog is a recent conversation I had with a fellow financial planner, who said, "I feel like I'm 'supposed' to have a blog and I don't even know why. What's the reason?"
AICPA PFP: The ‘Other’ World of Financial Planners
Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.