Marilyn Capelli Dimitroff: Influencing the Profession—Top Women Extended Profile
Marilyn Capelli Dimitroff has been a groundbreaker and a role model, but perhaps her greatest influence is in the financial planning profession itself, where she presided over some of the major standards that shape the way planners do business.
Marilyn Capelli Dimitroff: Helping Clients Make Good Choices—Top Women Extended Profile
For this industry activist and member of the 50 Top Women in Wealth, it started with finance.
FPA, Coalition for Financial Planning Remain Upbeat
"People on the Hill know what financial planning is now," says Tom Potts, president of the Financial Planning Association (FPA), and while it may "take...
Long-Term Progress Reported by Financial Planning Coalition
Speaking in San Antonio on April 23 during the FPA Retreat of the Coalition for Financial Planning's progress in having its voice heard in Washington,...
WealthManagerWeb Names 50 Top Women in Wealth
Third annual list chosen by stellar advisory board leads expanded coverage
Wealth Manager names 50 Top Women in Wealth
Boomer Market Advisor's sister site WealthManagerWeb.com has released its third annual 50 Top Women in Wealth, a group that includes influencers from government such as...
Financial Planning Coalition Reports Success and a Champion in the Senate
Despite lack of fiduciary standard in Dodd bill, group will continue to battle
Clark at Large: The Riddle of the CFP Board
With Thanksgiving past and the new year approaching as I write this, it's a perfect time to kick back and contemplate the year that was...
? The Securities and Exchange Commission voted unanimously June 24 to propose rule amendments to require money market funds to maintain a portion of their...
Teaming Up for Change
The three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...