FPA's Schadle to Succeed CEO Tuttle in October

Aug 23, 2012

It was just two months ago that Financial Planning Association President Paul Auslander was suggesting that the organization was ready for fresh views on its future—a new chief executive, for example, didn’t necessarily have to come from withi...

Ron Rhoades Is Out as NAPFA Chair-elect

Aug 21, 2012

An embarrassing lapse over the timely registration of his RIA has led National Association of Personal Financial Advisors Chair-elect Ron Rhoades to part ways with the board, although details of that parting were unclear this morning. Rhoa...

Olympian Advisors Look Back on Lessons Learned

Aug 10, 2012

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CFP's Planned "Handbook" Will Be a Handful

Jul 25, 2012

The CFP Board of Standards plans to release “The Financial Planning Competancy Handbook” in March of 2013. At an estimated 400+ pages, the title may be something of a misnomer, however. The book, to be published by John Wiley & Sons Inc....

Women Investors Rate Performance Over Planning

Jun 28, 2012

What do women want? Pretty much the same things men do, at least where financial advice is concerned, a new survey by Schwab Advisor Services says. In an on-line poll of 500 women with average investable assets of $1.3 million (the median ...

It's Never Too Early to Think About Debt

Jun 20, 2012

Debt isn’t on the minds of just Washington these days. TD Ameritrade’s latest Investor Index survey of the financial attitudes of young people is out, and affording college and having a large student loan balance when they graduate are among t...

Are Advisors Out of Touch with Clients' Charitable Habits? Bah, Humbug

Jun 15, 2012

Can it be true that a striking number of financial advisors are out of touch with the charitable habits of their clients, as the latest figures from Fidelity Charitable suggest? I’m a little skeptical. This week the charitable unit of Fide...