Focus Financial’s Colony Group to Merge With Mintz Levin
Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.
FPA Names Heart of Financial Planning Award Winners for Good Works
The Financial Planning Association this month announced its 2011 Heart of Financial Planning Award winners, honoring people who give back to the community through their financial planning work.
CFP Board Survey Shows Americans More Concerned About Finances Than Two Years Ago
As the CFP Board prepares to celebrate its 25th anniversary on July 17, a new survey released Tuesday, July 13, reveals that two-thirds of Americans (66%) believe that the U.S. economy will hold steady or improve over the next six months.
Financial Planning Coalition Continues to Push for Fiduciary Standard
Quest to make financial planning a profession continues.
Financial Planning Coalition Busts Myths
The Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession.
? Charles Moran, JD, CFP, is the new chair-elect of the Certified Financial Planner Board of Standards' Board. He will begin his duties on January...
More Changes at the CFP Board
The Board of Directors of the Certified Financial Planner Board of Standards has elected Robert Glovsky as chair-elect, effective January 1, 2009, when Marilyn Capelli Dimitroff begins her term as 2009 chair. Glovsky, president of Mint Levin Financial Advisors in Boston, will then serve as the CFP Board's 2010 chair...