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Certified financial planners will pay an additional $120 a year for the CFP designation, starting in October. The CFP board said the fee hike will help fund expanded advertising efforts.
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Adoption of these applications has grown exponentially, but some advisors and attorneys say caution is warranted.
6h ago -
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The firm characterizes the cause examination, a procedure that typically originates from a customer complaint, as a routine matter.
April 30 -
Advisor and women in wealth advocate Cary Carbonaro charts her struggle for respect and pay parity after a buyout by a big investment bank.
April 30Ashton Thomas -
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.
April 29 -
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
April 29 -
Experts say it's not just about cold, hard numbers. Knowing client expectations can also make or break any potential deal.
April 29 -
A judge found that the alleged victims of a scam run by a now-disgraced representative of Oppenheimer furnished no evidence of having direct ties to the firm.
April 28 -
With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies.
April 28