Industry

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

CFA Level 1 Exam Prep Now Being Offered By The American College, Reflecting The Growing Popularity Of The CFA Designation

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

Jim Pavia, Former Investment News Editor, Is At CNBC Targeting Long-Term Investors And Advisors

CFP Says He Was Offered A Listing On Medical Economics List Of Best Advisors For Doctors For $750 And That The Magazine Also Invited His Dog To Join The List