Trade Associations

College of Financial Planning Discovers That Planner Income Declined 12.7% Last Year

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The College of Financial Planning is looking for explanations for a 12.7% dip in financial planners' earnings last year -- and they can't blame the recession.

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Financial Planners Still Lobbying For The Fiduciary Standard

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The SEC may be signaling a cooling-down period over whether to impose a unified fiduciary standard on RIAs and brokers, but the financial planning groups are still beating the drum.

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Independent Broker-Dealers Plead For Lower SIPC Fees

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Representatives of the National Association of Independent Broker-Dealers (NAIBD) are actively lobbying with the SIPC to lower their fees back to pre-Madoff levels.

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CFP Board Hires Merrill Lynch Exec To Run Its Industry Outreach Program

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A few eyebrows raised out there on news that the CFP Board of Standards has recruited Joseph Maugeri from Merrill Lynch as its new head of business development.

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The FPA Is Collecting Definitions Of Just What "Financial Planning" Really Entails - Weigh In!

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The CFP Board curriculum is well defined, but beyond that, the boundaries of "financial planning" are vague if not actively slippery. The FPA aims to fix that.

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