Need-to-know: CFP to change renewal requirements in spring
By Staff WriterThe College for Financial Planning will implement changes to renewal requirements next spring for its professional designations. The renewal requirements will entail taking 16 hours of...
December 11, 2008
(Net)work for referralsIf the social-networking phenomenon of Facebook and LinkedIn is any indication, people are starved for contact. You can turn that to your advantage by bringing...
December 11, 2008
Georgia insurer pays $12 million in back-claimsThe Georgia state commissioner's office has ordered Blue Cross Blue Cross Shield of Georgia Inc. to pay additional claims of $12 million to policyholders for ambulance services, according to the Dawson Times, a local paper in Georgia. A
December 11, 2008
Wealth management recruitment rises despite record layoffs elsewhereWealth management is one area of the financial services industry that is seeing more recruiting than layoffs. In fact, according to Dow Jones Newswires, "Companies...
December 11, 2008
Boomers have specific expectations for new homesBoomers say it would be ideal to stay in their current home forever, but most are facing the reality that they will need to move...
December 10, 2008
Boomers like to buy brand namesThe Hallmark Channel and The Nielsen Company have teamed up to examine the spending power and brand loyalty of American baby boomers. Here's what they...
December 10, 2008
Advisors want both independence and traditional support, study showsAdvisors say they prefer a combination of independent broker/dealer traditional career. A survey of more than 1,000 financial representatives conducted for John Hancock Financial Network...
December 09, 2008
Your clients' (economic) health57%: Percentage of respondents who are confident they'll be able to afford health care next year. 51%: Percentage of respondents who have switched from prescription drugs to generic or over-the-counter medications. 22%: Percentage of
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