CFP Board Launches Campaign to Attract Younger, More Diverse Advisors
By Bernice NapachThe "I am a CFP Pro" campaign is intended to expand the advisor workforce to better reflect the population it serves.
April 04, 2017
These 4 Behaviors Lead to Financial ConfidenceOnly 21% of those in a Guardian Life survey are confident about their current behaviors and future prospects.
April 03, 2017
You Will Fall DownI fell down the stairs recently. Actually, I fell down an escalator. Going down. Near the bottom.
April 03, 2017
Aspire to Be the Employer of ChoiceAmong the most complicated aspects of an enduring business is people; specifically, recruitment, retention and development of talent.
April 03, 2017
When You’re Gone, Will Your Firm Endure?Many advisors find themselves stuck when it comes to creating a viable succession or exit plan.
March 31, 2017
Congress Asset Management to Acquire Century’s Investment Management BusinessThe acquisition will give Congress "critical mass" in the small cap growth space.
March 30, 2017
HighTower Adds LPL Group in St. LouisMeanwhile, a UBS team forms an RIA in Louisville and signs on with Raymond James' Investment Advisors Division.
March 28, 2017
United Capital’s FinLife Partners Reaches $3B in Less Than a YearThe wealth management operating system is an answer to consumers' desire to have digitized financial services.