CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
Assessing the Annuity Landscape
Some advisors swear by annuities while others steer clear of them. Whichever camp you fall into, here are some annuity trends to watch.
FPA Steps Up Lobbying Game With First ‘Advocacy Day’
FPA is pushing for a user-fees bill and trying to "establish relationships" with lawmakers.
FPA, CalSurance Partner to Offer RIAs Discounted E&O Insurance
“FPA members seeking E&O coverage will save hundreds — potentially thousands — through this new partnership,” FPA says.
Advisors’ ETF Use Jumps, Annuity Use Slumps: FPA
Just as advisors’ use of ETFs continues to rise, advisors are shying away from annuities, according to the FPA’s 2014 Trends and Investing survey.
FPA Plans Launch of ‘Knowledge Circles’
Program will allow members to “discuss best practices and work collectively on innovative ideas while providing valuable guidance to FPA,” says FPA's Schadle.
Fiduciary Debate Turns to Impact on Investors
The latest debate over whether the SEC and the Department of Labor should issue fiduciary rules this year recently turned to whether investors could be harmed by DOL's rulemaking, or harmed by the lack of such a rulemaking by the SEC.
Poor Time Management Is Costing Advisors: FPA Study
By increasing productivity, advisors could add 50 client meetings a year, a Financial Planning Association report found.