Accounting

New standards for advisors cover digital advice, third-party relationships and expand fiduciary duty obligations.

A checklist for advisors who have clients looking to launch a new business.

In addition to redesigning its business lines, the $48 billion firm is considering a robo, the president of its broker-dealer said.

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.

His son and longtime friends challenged his disciples at the FPA Retreat to carry on the legacy.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

CFP candidates should consider a well-rounded college or graduate school education in professional sales.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

For the first time since 2008, a commission will propose long-awaited changes to the Standards of Professional Conduct. Areas under review include code of ethics and planning practice standards.

Shannon Pike will concentrate on bridging adviser communities.

New call analysis technology can dissect a conversation and actually flag if a representative is using throwaway words such as "like" or "um" too often.