CFPs

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

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.

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

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.

Advisers should consider possible policy changes in planning discussions.

Help clients avoid costly mistakes when enrolling in these essential programs.

Help clients filter out the noise around potential changes to the system.

The size of the firm may dictate what will work for advisers and employees.

In some circumstances, this lesser-known pay structure can benefit advisers and clients.

An astute arrangement can protect advisers, their loved ones, clients and employees.

Set expectations for the engagement process and then stick to them, and be personal.

In order to effectively convey advice, demonstrate knowledge of the specific situation.

Using an informal script makes sure everyone doesn’t talk over each other.

Clients appreciate the depth of expertise that a practice can provide.