-
Every recognized profession has its top colleges. Medical and law schools in the U.S. date back to the 18th century. As a much more recent profession, financial planning has spent much of the last four decades developing its own system of education and professional certification. As many of the current crop of planners near retirement, they don't have to look too far to figure out where the next generation will come from. The answer is in all the schools. Not only has the number of programs been on the rise - up 15% since the past year and a half, according to the CFP Board - but enrollment in the programs themselves has generally been increasing, too. 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.
November 14 -
At a time when asset managers are increasingly questioning modern portfolio theory and static Morningstar style boxes, the Chicago research giant has announced its new "Analyst Ratings" to augment its 1- to 5-star ratings.
November 14 -
Affluent investors are very much in tune with the state of the nation and, except for some attractive stock valuations, they dont 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.
November 14 -
Deutsche Boerse CEO Reto Francioni said there is little overlap in trading conducted on its Eurex derivatives exchange with that conducted on NYSE Euronexts Liffe exchange.
November 14 - Money Management Executive
More than $1.2 trillion has been redeemed from equity mutual funds since September 2008, and retail outflows year-to-date through September have surpassed $89 billion-on pace to be greater than all of the money that fled mutual funds in 2008, said Ron O'Hanley, president of asset management and corporate services at Fidelity Investments.
November 14 - Money Management Executive
Financial organizations continually strive for a straight-through processing (STP) model, where the data is entered into a single system once, and then sent via interface to multiple downstream systems within the investment architecture.
November 14 -
A ray of hope flashed across Twitter, amid the unrelenting, assaulting news on jobs, debt, housing, foreclosures and bankruptcies-from Jim Cramer's usually derisive TheStreet.com, of all places.
November 14 -
Mirae Asset Global Investments, a specialist in emerging markets, has named Peter Graham president of the Mirae Asset Discovery Funds, responsible for overall strategies and progress towards its goals.
November 14 - Money Management Executive
What if a fund manager could eliminate the custodian bank when it lends securities to a broker overnight?
November 14 -
So it is coming down to this: a capital buffer or a floating net asset value.
November 14

