FFP Offers Grants for Pro Bono Financial Planning
The Foundation for Financial Planning has grants totaling $118,750 for local financial planning organizations to provide pro bono planning for underserved adults.
CFA vs. CFP: Really?
As if fiduciary CFPs didn’t have enough obstacles to overcome, now they’re getting criticized by CFAs (well, one CFA at least).
FPA Outsources Pro Bono Work to Foundation for Financial Planning
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
Schwab's Deep Impact
If you want sound bites, Schwab Impact 2011 in San Francisco had them.
Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests
Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...
Schwab Recognizes Top Advisors, Firms at Impact 2011
The company also donated $45,000 to charity on behalf of the recognized advisors.