FPA-Kitces Debate Over Schweiss, Membership Roars On
By Janet LevauxThe trade group talks about its membership decline over the past decade.
October 18, 2019
Schwab Gets Positive Feedback on Move to Zero Commissions"Responses from competitors were precisely as we expected," CEO Walt Bettinger says.
October 18, 2019
Understanding Client Behavior: The Key to Long-Term RelationshipsForget about what you will earn. If you put the client first, you will reap the benefits.
October 18, 2019
Blog Series Details Sexual Assaults at Financial EventsThe incidents shared by advisor consultant Sonya Dreizler affected 40 women, most — but not all — of whom wish to remain anonymous.
October 18, 2019
Kitces Blasts FPA for Electing TD's Skip SchweissSchweiss is not a CFP, and TD Ameritrade's position on a uniform fiduciary standard opposes the FPA's, Kitces said.
October 18, 2019
Debate Rages On as Ken Fisher's Son Defends His Lewd RemarksNathan says his father's brain is "wired differently," but industry participants replied that his behavior should not be tolerated.
October 17, 2019
Schwab to Allow Trading of Fractional Shares: ReportThe move suggests other shifts by the brokerage firm as it seeks to add younger investors to its client base, one industry watcher says.
October 17, 2019
TD Ameritrade's Skip Schweiss Named 2020 FPA President-ElectFPA also elected new board members and FPA NexGen leaders.