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.
Retirement Advocates Share Top Priorities With Congress
The country has a new Republican-controlled congress, and with it, the opportunity to set new or shore up existing policies when it comes to retirement planning.
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.
TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
NFL Players Turned Advisors Commend Cardale’s Career Move
Advisors with pro sports experience sound off on Sunday's Super Bowl and Ohio State quarterback Cardale Jones' desire to become a financial planner.
New Hire Roundup: FPA Announces Strategic Content Partnerships
Meanwhile, Manisha Thakor has joined RIA firm Buckingham as Director of Wealth Strategies for Women.
Republicans Get Tough With SEC Over User Fees
Industry trade groups remain steadfast in their bid to secure more backers of a bipartisan user-fees bill.
‘Faulty’ Analysis Could Torpedo an SEC Fiduciary Rule: Advocates
SEC’s analysis on a fiduciary rule must be “thorough and well-reasoned,” as a “faulty analysis could doom or further delay” prospects for reform.
More CFPs Needed but Board ‘Won’t Lower Standards’: CFP Board’s Keller
Board will foster growth partly through corporate partners and needs to “get its arms around” the robo-advisor trend, CEO Kevin Keller says.
Financial Planning Programs Clamoring for Latina Students
Young Hispanic women have been the "star performers" in William Paterson's financial planning degree programs and are highly sought after by other schools.