Advisor Business

CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance

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by agluck     June 03, 2014      0.0 (0) Global Investment Performance Standards (GIPS) are becoming more trustworthy to UHNWI investors and, thus, more important to RIAs and, in the long run, will make CFA Institute the most important professional designation body in the financial advice industry.

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Sure, Your Clients Can Pay for College, But Can Their HS Junior Even Get In?

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by GlobalCollege     February 26, 2014      0.0 (0) Juniors Are Rising   It’s the end of February, which means your clients’ high school juniors are gearing up for their college search and section process.   As your client families begin to consider where they will spend the college fund dollars you helped them to save, we thought we’d pass along to yo

Rowling’s Appeal To NAPFA Reflects A Deeper Problem In The Movement To Make Financial Advising A Real Profession

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by agluck     February 08, 2014      0.0 (0) Sheryl Rowling’s appeal to NAPFA to restore accepting CPA/PFSs as members even if they do not hold a CFP designation reflects a deeper problem in the movement to make financial advising a real profession.

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Advisor Clients Often Think Their Kids Are A Shoo-In For Entrance To Elite Colleges, But Good Grades And A Legacy No Longer Are Enough

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by GlobalCollege     December 24, 2013      0.0 (0) Say your client’s child has great grades, tons of “Advanced Placement” credits, high SATs and SAT IIs, went to all the right summer camps, and has legacy 10-ancestors deep at an Ivy League school.  This child also has a list of extracurricular activities that runs two-pages, single spaced, and includes music, theat

Google Helpouts And The Future Of The Financial Advice Profession; This Is The Best Thing To Ever Happen To Hourly Financial Planning

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by agluck     November 06, 2013      0.0 (0) Google yesterday launched Helpouts, a way for anyone anywhere to get expert advice on any subject anytime. Should you sign up? More importantly, is Google Helpouts important in the evolution of the financial advice business cum profession?   There are no clear answers to either question. Google’s many failures are well-documented.

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