Edward Jones to Fund Series 7 Course for College Students
The firm will pay to add this course to 10 universities that offer a financial planning sequence, starting with Kansas State University.
Kitces’ NPR Announces First CFP Exam Scholarship Winners
New Planner Recruiting's inaugural CFP Exam Scholarship awarded three recipients with an exam fee reimbursement for 2014.
The Rise of the Financial Planning Academic
Doctoral programs in financial planning, and the academic research conducted by students and their professors, will usher in a new era in financial planning.
NAPFA Taps Leitz as National Chairwoman for 2-Year Term
Linda Leitz, co-owner of the fee-only financial planning firm It’s Not Just Money in Colorado Springs, will be NAPFA chairwoman for the 2013-2014 board term.
The Real Value of Risk Questionnaires
Conversations with Geoff Davey of FinaMetrica and Steve Atkinson of Loring Ward reveal the relationship-building value of client risk assessments.
Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long.
Advisors May Be Crazy, Like a Fox
What the research suggests about advisors’ change of attitude toward building client portfolios: Can we see PTSD symptoms from the Great Recession, or is it merely a matter or risk management?
Leading With Flair
Don’t even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.
NAPFA Elects Linda Leitz as National Chairwoman
NAPFA tapped Leitz earlier than usual in the group's election cycle to add "continuity of leadership" as the group brings on a new CEO later in 2013.
Best Way to Recruit Young Advisors: Teach a Class
By helping in a local college’s financial planning program, you’ll understand the younger generation better, become a better employer and maybe find new employees