How Do You Define Wealth Management? IMCA Responds
What is wealth management, and what do professionals who call themselves wealth managers actually do?
Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years
Naming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
FPA Leadership Describes Future in Wake of Tuttle Retirement
A meeting with the FPA executive leadership featured Lauren Schadle, recently promoted to the advocacy organization’s CEO.
FPA Names Janet Stanzak Its 2013 President-Elect
The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."
Worst-Case Scenario Is Diluted Fiduciary Standard: TD’s Nally
At NAPFA National, the new head of TDAI made the case for RIAs, younger advisors and female clients, but fretted about Dodd-Frank implementation, and urged advisors to “focus on running a business.”
Who Needs Ya, Baby?
Recently, fi360 CEO Blaine Aikin wrote a column for InvestmentNews about the AICPA’s Code of Professional Conduct.
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.
The Regulator of Last Resort
Looks like the Financial Planning Coalition and the Investment Adviser Association have gotten attention sponsoring the Boston Consulting Group’s report, “Investment Adviser Oversight: Economic Analysis of Options.”
A Tipping Point?
It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
I don’t belong to AARP, although I more than qualify and they’ve been sending me membership forms for years.