Practice

The CFP Board’s strategy of punishing some certificate holders over compensation disclosure issues in what critics charge is an arbitrary manner threatens the future of the CFP designation, according to one of the early leaders of the board who also chaired its disciplinary commission.

Self-Insuring for Long-Term Care

Executives at mutual fund companies, asset management companies and support providers rated client reporting--which included any reporting that is created for the purpose of distribution to clients--as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

The charitable planning conversation should be a natural part of the discussion with clients when talking about the current and long-term goals of their wealth. Here are 10 questions advisors can ask to start the conversation.

Aging retirees are posing new challenges for the planners who council them.

Advisors have to get past clients’ reluctance to discuss issues related to illness and death.

One of the biggest value adds advisors can provide is being able to pick up on warning signs that a client's family business may be in trouble. Here are six to look out for.

Exclusive: Without any notice, ‘fee-only’ is replaced with ‘none provided’ on CFP holders’ profiles.

Despite continued economic and market uncertainty, most advisors expect 2013 to be a good year according to a new poll released today by SEI.

Bloomberg -- Technical malfunctions at stock exchanges around the world are putting their owners’ credit ratings in jeopardy, according to Standard & Poor’s.