Wealth Clients Want Financial Planning, Most Not Getting It: Report
A report by CEB TowerGroup says firms that move away from an investment management approach to a financial planning-centered one will be rewarded.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
Can CFPs Really Be Fiduciaries?
To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
Should I Stay or Should I Go (Independent)?
There are a lot of issues to consider before making the move from a wirehouse or bank to an independent advisor.
Financial Planning Software Tradeoffs: My Experience
I considered using a different financial planning software package, but decided to stay with my current software. Here’s why.
Retirement Map Drawn in Seconds by New RiskAlyze Platform
RiskAlyze says its new platform allows advisors to show their clients and prospects a clear picture of their financial path to retirement with 95% probability.
10 Tech Trends That’ll Rattle the Advisory Industry
Attracting Gen X and Y clients will be vital as boomers retire, but these changes will make it a lot more challenging.
Wealth Management Systems Acquires S&P Capital IQ Financial Communications
Technology vendor in the retirement space adds another piece to the integration puzzle.
Milevsky Sells Firm to Cannex, ‘Bloomberg Terminal of Annuities,’ Then Joins It
The professor tells ThinkAdvisor about the sale of his QWeMA Group consulting firm to retirement income data provider Cannex.
Seeking a Happy Clearing Relationship
To find the right fit between clearing firm and broker-dealer, consider these factors.