Does Your Client Want to Divest From Fossil Fuels?
Many clients don't like companies that pollute. Dan Kern and HIP Investor lay out the realities of constructing a fossil-free portfolio.
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.
McJobs Malaise: McDonald’s Budgeting Tool Highlights Low-Wage Woes
An online McDonald’s budgeting tool set up to help its employees actually highlights the difficulty of living on McJob wages.
Fiduciary Stumbling Blocks Surface
Several potential stumbling blocks have surfaced in the past couple of months that could stymie—or outright derail—release of fiduciary rules by the SEC and DOL.
Brokers Willing to Pay Up for Fiduciary Standard: SIFMA
In a clash of studies, SIFMA put the compliance price tag at $8 million, while the Financial Planning Coalition said fiduciary accounts would be more boon than burden for brokers.
Industry Groups Fear Wagner Bill Will Stop SEC, DOL Fiduciary Rules in Their Tracks
The bill, which passed the House Financial Services Committee on Wednesday, was unlikely to be made into law but could have serious implications anyway, the groups said.
New Hire Roundup: Magner Moves Up at Mercer
This week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.
NAPFA Names Geoffrey Brown CEO
In his new role as NAPFA CEO, Brown will be responsible for the growth of the organization that now numbers approximately 2,500 members.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
FPA Makes Two Big Pushes in Washington
The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.