Trade Associations
RIAs Driving New Wave Of Interest In CIMA Designation, IMCA Membership
The Certified Investment Management Analyst designation got a lot of press last year as an emerging competitor to existing credentials. It turns out that nearly all of that interest was driven by registered investment advisors.
Alan Goldfarb, CFP, To Serve As 2012 Chair Of CFP Board's Board of Directors
Alan Goldfarb of Weaver Wealth Management in Dallas is the new Chair of the Board of Directors of Certified Financial Planner Board of Standards, Inc.
Sizing Up The Powerful Forces Aligned To Fight Making FINRA The SRO For RIAs
Last Thursday’s press conference went on for an hour but it took just three-minutes for David Tittsworth of the Investment Adviser Association to offer a scathing attack on the proposal to make FINRA the SRO for Registered investment Advisers.
Regulation, Younger Advisors Are Key Issues For The Financial Planning Association's Next President
Minnesota financial planner Michael Branham has been elected president of the Financial Planning Association and aims to keep the organization flexible to its members' concerns.
CFP Board Elects Four New Directors As Charles Moran, Others Prepare To Step Down
The certifying body for the financial planning profession is getting some new blood at the top, including several noted advisors.
More Articles ...
- Financial Planning Coalition Has Its Hands Full Promoting The Fiduciary Standard And Protecting RIA Oversight
- FPA's Slump Is In Contrast To Schwab Conference's Record Attendance, Highlighting The Shifting Sands Of The Financial Advice Profession
- Financial Services Institute Now Speaks For 35% Of Independent Broker-Dealer Channel
- FPA Emails Members Saying It Is Concerned About Financeware's Patent Lawsuit
