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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 associations annual conference.
October 21 -
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.
October 21 -
Raoul Weil, the fugitive former head of UBS AGs global wealth management business, was arrested in Bologna after checking into a hotel under his own name and triggering an alert to Italys authorities.
October 21 -
Financial planning is still a relatively young profession with a lot of growing pains, according to the incoming president of the FPA.
October 21 -
Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.
October 20 -
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.
October 19 -
The brokerage added five advisors from Wells Fargo and opened three offices.
October 18 -
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.
October 18 -
The typical credit union would have to increase the number of advisors it deploys by 39% to get to the same deposit coverage as community banks.
October 18 -
But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.
October 18








