Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
It's official: NAPFA will now require all new registrants to be CFP certified. But critics say the CFP Board — and its trademarked designation — are not rigorous enough.
Likes of Facebook, Twitter, LinkedIn used for investing, adviser research.
Spooked by compliance concerns, survey finds; lack of time also cited
New platform features nonproprietary products only; still lacks customized SMAs
Two large industry groups have slammed a Finra proposal that would require greater disclosure of incentive bonuses.
SEC isn't aggressively scrutinizing adviser use of social media, so with sound policies in place — take no fear.
Dealing with settlements and emotions is time-consuming yet rewarding
Those who don't take the time to craft a coordinated effort on the web risk losing clients.
Need to stand out from peers is paramount in capturing plan sponsor biz.
New survey reveals some old habits; reliance on parents a red flag, however
Analysts say high ticket price could be big hurdle to any deal.
