Trade Associations
College of Financial Planning Discovers That Planner Income Declined 12.7% Last Year
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.
Financial Planners Still Lobbying For The Fiduciary Standard
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.
Independent Broker-Dealers Plead For Lower SIPC Fees
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.
CFP Board Hires Merrill Lynch Exec To Run Its Industry Outreach Program
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.
The FPA Is Collecting Definitions Of Just What "Financial Planning" Really Entails - Weigh In!
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.
