Practice

With so many CFP Board-registered programs out there, Financial Planning focused on 10 worthy institutions. We talked to veteran planners and industry leaders to get a sense of which 10 programs belonged in an overview. Our list is not a ranking. Like this survey itself, the information we've gathered is just a starting point. Think of it as Financial Planning Education 101, an introduction.

Affluent investors are very much in tune with the state of the nation and, except for some attractive stock valuations, they don’t like what they see. That was the main finding of a survey that Fidelity Investments took of 3,000 affluent investors, polling them in person or via a webinar at an Inside/Out Roundtable at 85 Fidelity Investor Centers nationwide.

Deutsche Boerse CEO Reto Francioni said there is little overlap in trading conducted on its Eurex derivatives exchange with that conducted on NYSE Euronext’s Liffe exchange.

So it is coming down to this: a capital buffer or a floating net asset value.

The SEC has accused Chetan Kapur, a manager of a fund of hedge funds, with deceptive conduct in investing in hedge funds that are either Ponzi schemes or fraudulent.

Marketing expert Marie Swift says its time for bloggers, tweeps, LinkedIn and Facebook addicts to take a timeout and realize that while building a positive online presence is important, it’s also crucial for financial advisors to think about their overall business image.

CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging with investors on new platforms ranging from apps for tablet computers and smartphones to online video commentaries and social media sites like Facebook and Twitter.

So it is coming down to this: a capital buffer or -- hold on to your portfolio P&L -- a floating net asset value.

When it comes to saving for their retirements, more and more Americans admit they’re not saving enough -- or not earning enough -- to ensure they’ll have the cash they’ll need to ride out their golden years in style.

In the wake of the financial meltdown of 2008, an increasingly persistent attack on money market mutual funds is underway. Present and former high government officials, academics, and some editorial writers have joined the fray, each offering their own approach for reengineering the money fund industry.