Advisor Business

How Good is Suze Orman’s Advice On Finding A Financial Advisor? NerdWallet Offers A Smart Assessment

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by agluck     March 07, 2013      0.0 (0) Personal finance guru Suze Orman is taken to task for not being as smart and sincere as she proclaims by a site I never heard of, NerdWallet, which seems to be providing consumers with intelligent information.

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Texas Tech Reopens Renovated Charles Schwab Personal Financial Planning Technology Complex

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by agluck     March 06, 2013      0.0 (0) Texas Tech University last week reopened the Charles Schwab Personal Financial Planning Technology Complex at a ribbon cutting event celebrating completion of the renovation of the facility.

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Third Research Magazine Preview Focuses On Implementing Listening And Communication Skills

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by lisagray     January 30, 2013      0.0 (0) The third in the preview of Research Magazine’s February issue is by Bill Good and talks about a new book just out on the secrets of excellent communication.   Good’s article is more than just a book review. It offers tips on how to implement what’s in the book.

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CFP Board Announces Chair Appointments To Disciplinary And Ethics Commission, Advisory Councils

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by agluck     January 29, 2013      0.0 (0) Certified Financial Planner Board of Standards, Inc. (CFP Board) yesterday announced the appointments of 2013 Chairs to the Disciplinary and Ethics Commission, Public Policy Council, Council on Education and Council on Examinations.

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Advisor One Offers Preview Into February Issue Of Research Magazine On Topics Including The Value Advisors Bring To Clients; A4A Will Review Them Over The Course Of The Week

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by lisagray     January 28, 2013      0.0 (0) Advisor One recently offered an interesting glimpse into Research Magazine’s upcoming February issue.   This week, we’ll take a look at some of the topics covered and offer a few additional thoughts on the focus of the issue as well as tips for assimilating the unformation into your own practice.   Today, we'll

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