Accounting

A new toolkit is being offered to students before the next test sitting in November.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

Some predict the new standards will push more planners to drop their CFPs.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Independent advisers are poised to benefit from implementation of the DoL ruling.

A tweak in accounting guidelines the firm helped to modify is expected to make the funds cheaper and easier to own.

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.

10 planning strategies from analysts and experts.

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.