Portfolio

The CFP Board “cannot justifiably act as both a regulator for continuing education providers and as a CE provider themselves,” FPA president Michael Branham said to a burst of applause Sunday at the general session of the association’s annual conference.

Money has been flowing in and out of financial markets more rapidly than ever before this year, a bullish signal as the threat of a U.S. government default fades.

Financial planning “is still a relatively young profession with a lot of growing pains,” according to the incoming president of the FPA.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.

One of the most common questions people ask is: How do I differentiate myself? Here are twelve steps to help you stand out from the competition.

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.

Large firms are targeting smaller “lifestyle” advisors who want to remain independent but need resources, guidance and business support from the “substantial ecosystem of solutions” that are now available.

An institute executive told Congress it should consolidate and simplify the types of tax-favored retirement plans now available to small business owners to minimize the cost and administrative burden imposed by the plans.

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