Michael Kitces: The 2012 IA 25 Extended Profile
By Melanie WaddellOne of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, The Advisor Guide to Annuities, is due out in May.
May 07, 2012
Kitces: Can Financial Advisors Keep Pace in a Digital Future?Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.
May 07, 2012
NAPFA Goes to Chicago for Biggest-Ever Annual ConferenceNAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
May 06, 2012
2012 Fiduciary Findings Pt. 2: How Advisors Feel About Effects of Fiduciary StandardThe second annual AdvisorOne-fi360 survey gauging advisors' attitudes on the fiduciary standard found that many respondents would welcome a DOL-like fiduciary standard on retirement accounts.
May 06, 2012
5 Predictors of Client Trust and CommitmentAt FPA Retreat, David Yeske says that adapting to change is the only optionhow we do it is what matters
May 04, 2012
John Peluso: The 2012 IA 25 Extended ProfileIt probably would have been easier just to ask John Peluso what he hasnt done during his tenure at Wells Fargo.
May 04, 2012
Fiduciary Standard: Assessing SIFMA’s Peculiar DefinitionWith SRO for advisors back in play, comparing line-by-line SIFMAs proposed fiduciary precepts with the 40 Act rules for RIAs.
May 04, 2012
SEC Enforcement Roundup: Former Morgan Stanley Exec Charged; Mother-Daughter ScamRecent enforcement actions by the SEC include charges against a former Morgan Stanley executive for violation of the Foreign Corrupt Practices Act and a mother and daughter and their attorney in a penny stock scheme.