CFP Certification Exam Will Test Knowledge of New Tax Law
By Bernice NapachQuestions about the new tax law won't be included in the CFP test until the November exam.
May 17, 2018
Advisors Saw Robust Asset Growth in 2017, but Struggled to Add ClientsLowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.
May 17, 2018
How Your Body Language Can Boost Client TrustWant to feel empowered? Sit straight and have "presence," social psychologist Amy Cuddy tells Envestnet Summit RIAs.
May 16, 2018
How to Build the Advisory Firm of Your DreamsInserting a dose of reality into your ideal business plans is healthy and can drive true success
May 14, 2018
Who's Broker-Dealer of the Year? You DecideInvestment Advisor and ThinkAdvisor want you to tell us who are the best independent broker-dealers.
May 14, 2018
Envestnet Advisor Summit '18 Kicking Off With Top AttendanceOver 2,000 attendees are registered for the event, which features sessions on technology, portfolio management, best practices, ESG investing, strategists' solutions, data management and more
May 14, 2018
Green Alpha Advisors Introduces Next Economy Social Index: Portfolio ProductsAlso, BNY Mellon expands its trust network and Morningstar chooses Northern Trust as global custodian for Morningstar Funds.
May 10, 2018
CFP Board Grapples With Lack of Diversity in the ProfessionOnly 3.5% of CFP professionals are black or Latino, the Board reports.