Did CFP Board Shorten Exams to Lure Certificants?
By Melanie WaddellCFP Board maintains it wasnt making the exam easier; the gut response of the community seems to disagree," says Michael Kitces.
January 16, 2014
New Hire Roundup: Craig Gordon Leaves RBC WealthIn addition, Hamilton Insurance named Sandy Weill chairman.
January 15, 2014
What Do Young Near-Millionaires Need? Advice. What Don’t They Have? Advisors.Emerging millionaires may be risk-averse to a fault and lack financial plans. Less than half have an advisor, Fidelity found.
January 14, 2014
More Advisor Exams? Not Under This SEC Budget, Advocates SayCFP Board, CFA and others say the SEC's pledge to examine more advisors will be tough to fulfill with only a $29 million increase.
January 13, 2014
AIG Seeks to Add 600 Advisors in Annuities PushAIG plans to add 600 advisors in a push to increase sales of retirement products as some rivals retreat from annuities.
January 10, 2014
9 Nasty Enforcement Cases of 2013Nobody was safe from advisors gone bad: not widows, not NFL stars, not even Marines.
January 09, 2014
Survey Reveals Why the Ranks of RIAs Are GrowingAdvisorBenchmarking study also suggests why brokers are behind the curve on the leading-edge marketing techniques and low-cost indexed investment vehicles.
January 02, 2014
Advisor M&As to Make Comeback in ’14: TiburonWhile deals in the RIA space slowed dramatically in 2013, many factors are driving a turnaround this year.