A retreat in Galveston Island, Texas, that will focus on the art and science of financial planning, and an annual meeting in Seattle, are among the 2007 events recently...
The American College will focus on the importance of disability income protection for its annual National Financial Awareness Day events this year...
The IPO market may be getting a boost from a surprising sector this year-technology...
This year's annual conference for directors of CFP Board-registered programs will include The Financial Planning Association (FPA) as a co-sponsor...
Investment professionals at Eaton Vance say valuations have moved to the point where they foresee outperformance by high-quality domestic large caps over the next three to...
The Financial Planning Association (FPA) has announced its January schedule of Virtual Learning Center sessions-including a two-part series on insurance and retirement savings...
TD Ameritrade has bought the assets of Gail Weiss & Associates, including its trust company subsidiary, International Clearing Trust Company (ICTC), the companies announced...
The CFP Board of Standards has pushed back the implementation of a new rule that will require new CFP certificants to have at least a college bachelor's degree...
Financial advisors ended 2006 with a note of pessimism, according to the Rydex Advisor Confidence Index (ACI)...
The American College has awarded its highest honor to financial advisor Jack B. Turner of Jack B. Turner & Associates in Clarksville, Tenn...
CRM Software, the developers of Junxure-i, one of the industry's leading client relationship management systems and ClientView, an application that helps advisors create and post...
Community foundations-the charity vehicle of choice for many philanthropic investors-are having a tough time dealing with competition and an increasingly complex investment...
The Financial Planning Association has published a book that it says provides consumers with the "straight talk" about financial planning...
The Certified Financial Planner Board of Standards is accepting applications for its grant programs through March 1, 2007, the board announced...
OppenheimerFunds Inc. recently announced a major upgrade to its Retirement Income Manager Software...
Neil Simon, the director of the Financial Planning Association's Government Relations Department, headquartered in Washington, D.C...
Independent advisor firms with annual revenues of $1 million or more devote more time to attracting and keeping employees, according to a new study...
Fee-only advisors are taking a more active role in endorsing annuities that charge a flat-fee...
A former Ameritrade executive has been named chief operating officer of The MuniCenter L.L.C., a fixed-income trading system founded six years ago...
Eaton Vance is offering a tax-managed account designed for investors whose qualified retirement plans have hit their contribution limits...