Retirement Tools to Motivate Phone Junkies and Competitors
The Principal now lets workers sign up for 401(k)s via text message; Putnam channels investors' urge to keep up with the Joneses.
AICPA Updates Guide for Growing Ranks of CPA Planners
The guidance becomes effective July 1 and covers all aspects of the planning process, AICPA says.
Did CFP Board Shorten Exams to Lure Certificants?
CFP Board “maintains it wasn’t making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
Why Financial Planning Can’t Be Offered to the Masses
In part one of a series, we explore the root cause for why advisors can’t extend services to more Americans. It's not what you think.
The Biggest Trap Advisors Face When Marketing Themselves
When you cast your prospect net wider hoping to attracting more clients, your prospect list may grow, but your close rate will suffer.
CFP Board, Under Pressure, Drops CE Plan
Board says it won’t enter the CE provider space “at this time”; announces multiyear plan to improve offerings.
What if Financial Planning Was More Like Build-A-Bear?
For most people, financial planning is difficult and complex, which is why they seek out professionals for assistance.
Genworth Offers Advisors ‘Retirement Connections’ for Small-Biz Plan Market
Advisors can offer business owners a compelling solution to help them attract and retain valuable employees, says Genworth.
Justifying Your Value to Clients: The Bottom Line
Are there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
Clients Prefer Comprehensive Advisors Over Specialists: Survey
Only 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.