Accounting

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Thousands of planners have dropped their memberships in recent years. Here’s why I joined them.

“Especially in this time when we are thinking, ‘Is there going to be a shortage of opportunity,’ in comes this one. It’s put a lot of fire in me to learn as much as I can,” says new college graduate Kameron Kindle.

The data on Black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.

The change is one of several made to the board’s disciplinary reporting process following a report by an independent task force that found “systemic, long-standing, governance-level weaknesses.”

Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”

Now is not the time to disconnect from supportive networks of other advisors.

Even as they still have to deal with tax season, the service is tasked with handling much of the stimulus packages.

First, prove you’re listening; then make sure they know you’re taking action to protect their portfolios.

“We are trying to balance the health and safety of the [CFP] candidates with their desire to complete the exam,” CEO Kevin Keller says.

While the Trump administration has called for a delay to the April 15 deadline, they have yet to issue formal guidance on when paperwork is due.

Advisors may find it difficult to connect with the people who need financial help the most.

Many advisors are doing heavy lifting right now — or expect they will be — in the midst of growing coronavirus fears.

There are more than a hundred cases of COVID-19 in Westchester County, New York, and financial planners are handling more than market volatility.

Restoring fee-model disclosures to its website is just the first step in correcting the organization’s “monumental failure,” according to fiduciary watchdog Ron Rhoades.

The decision does not diminish the board's conviction that consumers have a right to know how they are paying for products and services, writes the former board chairwoman.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

Communities of color still don’t see enough advisors “who look like them.”

I don't need outside credentials to bolster my credibility — I have my own.

The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.