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Educators in CFP Board-registered degree programs are spearheading a classroom upheaval. Will they ultimately reshape the industry?
November 1
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For firms recruiting planners or students making a career choice, check out our annual listing of CFP Board-certified degree programs.
October 31
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Susan Axelrod will leave the self-regulator after 28 years on the job.
October 27
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The practice opted for USA Financial after Jackson National sold National Planning's assets.
October 26
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What planners can learn from top performers like Chuck Yeager about becoming the best in their field.
October 23
Savant Capital Management -
State administrators find reason for scrutiny in advisors’ increasing use of flat fees.
October 20
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The company also said that its advisor ranks are growing.
October 19
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Seasoned veterans are concerned there won't be capable successors to take over their books of business, insiders say.
October 18
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Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.
October 18
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The 11,000-member organization will operate as the Investments & Wealth Institute.
October 17
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Finding success has gotten a lot harder for young advisors today, says Raymond James Complex Manager Tony Barrett.
October 5
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For young advisors, coping with the emotional ups and downs of the business is a big hurdle, says Raymond James Complex Manager Tony Barrett.
October 5
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Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.
October 5
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No one organization can do it on its own, FPA President Shannon Pike said.
October 4
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Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.
October 2
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The certification tells clients you have their best interests at heart. After that, is the name of the school important?
October 2
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When experienced advisors mentor new planners, they transform the profession in the process.
October 2
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Allan Boomer, managing partner of Momentum Advisors, shares his best counsel on making it in a challenging, yet rewarding profession.
October 2
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Kobby Okum of Edwards Jones details what his greatest challenge was as a newcomer to the profession.
October 2
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Wealth manager Kobby Okum shares his expereince on challenges faced by newcomers to the planning profession.
October 2
