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.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part II
The FPA’s delegation leaders tell AdvisorOne what they hope to accomplish on a landmark trip to China. In Part II, Chinese markets and consumers.
Why We’re Going to China: FPA’s Moisand, Salmen Explain Their Goals, Part I
The FPA’s delegation leaders tell what they hope to accomplish on a landmark trip to China. In Part I, the impetus and goals of the trip, and the role of financial planning worldwide.
At FPA Retreat, a Focus on the Future of Financial Planning
FPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'
Senate to Vote on Patent Reform; FPA Says Axe Tax Strategy Patents
Upcoming vote to ‘eliminate tax strategy patents’ a plus for planners and taxpayers, FPA says.