Practice

To foster the evolution of financial planning as a widely accepted and understood profession, NAPFA announced that, starting Jan. 1, it will only accept the CFP designation for anyone applying to become NAPFA-registered planners

Morgan Stanley Wealth Management has added eight financial advisors from rival firms Merrill Lynch and Barclays.

The new platform will allow advisors to spend less time managing regulatory and compliance issues, and more time growing their businesses.

House Minority Leader Nancy Pelosi, D-Calif., said she would try to use a procedure known as a discharge petition to bring a Senate-passed bill for extending the middle-class tax cuts to the floor of the House.

CFOs in the U.S. remain uncertain about the future of the economy and their own businesses, according to a new survey.

For the better part of two years, Mary Schapiro told anyone who would listen that the federal government could not afford another bailout and that the money market mutual fund industry would have to backstop itself.

The fiscal cliff. Deteriorating fundamentals. Volatility. Is the market about to fall? There is always uncertainty, but the question remains: How will you keep your clients happy when the next bear market comes?

For the better part of two years, Mary Schapiro told anyone who would listen that the federal government could not afford another bailout and that the money market mutual fund industry would have to backstop itself.

Few Wall Street professionals were thrilled about the implementation of Dodd-Frank and other forms of regulation. But it seems to have been a blessing for those who specialize in compliance.

Gen X, Y and Z investors may years from retirement but they already have multiple concerns about their future finances.