Small Businesses Lag on Retirement Planning
Owners of small companies often put retirement savings and succession planning on the back burner as they focus on growing their businesses.
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.
FPA Steps Up Lobbying Game With First ‘Advocacy Day’
FPA is pushing for a user-fees bill and trying to "establish relationships" with lawmakers.
Michael Branham: Proponent, and Beneficiary, of FPA NexGen
FPA’s president is an unabashed cheerleader for NexGen group’s current reality and future promise.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
Catch a Fire
I no longer fear the future. Despite all the hand wringing and teeth gnashing over the source of advisors to come, a dinner at a Vietnamese fusion joint in San Francisco (it’s a Gen Y thing) went a long way in reassuring me we’ll be just fine.
Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
Don’t Flub Fiduciary Rule, Groups Urge SEC
A broad group of organizations fears the SEC is headed toward proposing a watered-down fiduciary rule.
CFP Board’s CE Plan Rattles FPA Retreat Attendees
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.