CFP Board to Investigate CFPs for Inaccurate Comp Disclosure
Chair Ferrara says Board will compare public information with Board website listings to identify inconsistencies, starting with CFPs who call themselves "fee only."
How the Fed Is Eroding Society: Grice
Dylan Grice's worrisome view of markets highlights a slow-motion unraveling of trust inflamed by the world’s central bankers through quantitative easing.
15 Cheapest Colleges With Best Job Value
Keeping tuition costs low makes a degree a better investment. Here are 15 affordable colleges whose graduates earn high salaries.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
‘Mobile-First’ Millennials Need More Education
Millennials are the “mobile-first” generation, meaning financial services professionals who want to reach them will have to make mobile support a priority, says Corporate Insight.
The Sad Case of Mark Spangler
The ex-NAPFA chairman, sentenced to 16 years in prison, is not the Spangler I know, but there's a lesson to be learned from his actions.
Emerging Markets Clamor for Cheap Smartphones
Telecom investors might want to pay close attention to smartphone makers with low-end prices in mind.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
Advisors ‘Following the Money’ to New, Underserved Markets
The best new markets for advisors are in increasingly far-flung places, away from traditional financial hubs like New York and Los Angeles.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.