Scott Wenger

The Retirement Income Industry Association recognized the best marketing and thought-leadership in the industry during its annual conference

On top of a $180 annual fee, the CFP Board's 67,000 members are also each paying a $145 surcharge for the promotional campaign, which includes advertising on NPR and in major consumer publications.

Big changes to the continuing education requirements for planners are expected next month following a meeting of the leadership of the CFP Board.

Advisors flock to the Financial Planning Association annual conference to rub shoulders with and learn from peers with big client rosters and multibillion-dollar assets under management. But more than 100 attendees of the nearly 2,000 planners here have a far more modest AUM: zero.

Is the brokerage industry really the safer advisory alternative for consumers? Bob Veres is dubious.

RIAs discuss what impact the bombshell resignation letter of a Goldman Sachs executive could have for advisors. If anything, personal relationships between advisors and clients will mean that much more in light of these Wall Street revelations.

They may have different expectations on the pace, but a variety of factors will mean aggressive consolidation in the industry, planning executives said at this week's Financial Services Institute’s annual OneVoice conference in Orlando.

Amid record attendance and formidable growth in its membership ranks, the leaders of the Financial Services Institute insisted that ensuring the organization’s potency as lawmakers define a fiduciary standard for the industry is chief among their strategies and challenges for the coming year.

If you’re heading to the Financial Services Institute’s OneVoice Broker-Dealer Conference starting Monday – and even if you’re not – it’s time to reboot because, for the first time, the seventh annual conference will feature a technology track.

Denver-based 361 Capital CEO Tom Florence said at the Schwab Impact conference in San Francisco that his firm has licensed 11 videos than run seven to 10 minutes each. The videos, which debuted this week, will be available exclusively on 361 Capital's website.

"Simple Truths" From a Man Who Isn't an Academic

Email is a great invention of our lifetime. Ugh.

A surge in the markets didn't translate into more jobs for advisors in 2010. Count on that to change.

On Friday, at the Morningstar Investment Conference in Chicago the CEO of BlackRock, Laurence Fink, said US economic growth could be slashed 1% a year for the next ten years if the deficit is cut by $4 trillion as proposed.

Seeking to make it easier for financial planners and investors to analyze the vast mutual fund universe, Morningstar announced Thursday that it would soon launch forward-looking, analyst-driven fund ratings.

The Federal Reserve will not officially launch a third round of quantitative easing to help boost the flagging economy, but will rely instead on a “magical weapon” -- the language of its policy statements to try to keep interest rates historically low for an extended period, PIMCO money management titan Bill Gross said Wednesday at the Morningstar Investment Conference.