Industry
Ron Rhoades Responds: "In An Open Reply To My Trusted Colleague, Clark Blackman"
In response to a post earlier in this space, Ron Rhoades requested Advisors4Advisors publish the following letter:
NAPFA Elects New Chair To Replace Rhoades
NAPFA announced it elected a new chair, Lauren Locker, CFP, to fill the position recently vacated when another advisor who was set to take the reins stepped down due to a regulatory paperwork glitch.
TD Ameritrade Institutional Hires Jim Dario Away From Pershing Advisor Solutions, Where He Led RIA Business Development And Advisor Recruiting
Jim Dario has been named the new managing director of product management for TD Ameritrade Institutional, where he will lead the strategy for product development and enhancements across core advisor offerings including technology, practice management and wealth management solutions.
An Open Letter To NAPFA's Board Regarding Ron Rhoades
NAPFA should re-instate Ron Rhoades as chairman-elect of the Board of Directors for 2013. I don't say that lightly. I know the great folks at NAPFA (though I am not a member) and I know their hearts are in the right place.
But I also know Mr. Rhoades personally and professionally. I, like Ron, am a CEO/CCO of an RIA firm, and I, like Ron, have been very involved with advancing the cause of fiduciary standards for all and am very active and involved with a number of organizations (currently as chairman of the AICPA's PFP Division Executive Committee, as leader of their Fidu
Most Advisors Favor CFP Board’s Proposal To Grant CE for Practice Management
The majority of advisors are in favor of the CFP Board’s recent proposal to grant continuing education credit for practice management content, according to an informal A4A survey. Slightly less than half are against it while some are seemingly indifferent.
As reported on Advisors4Advisors, the CFP Board of Standards is requesting comment on proposed revisions to its continuing education requirement for CFP certification renewal. Among the proposed changes, the CFP Board would grant up to four hours of CE credit per renewal period for practice management programs or pro bono deliv
More Articles ...
- Pew Survey Finds Most Think The Rich Are Smarter And Work Harder But Neither Of Those Attributes Makes Them More Likeable
- Lay Leaders Applaud Marv Tuttle Long-time Director of FPA; Reflect On His Career As A Great Leader, Advocate for Standard of Care, and Thought Leader
- The Sad Irony Of Ron Rhoades’ Resignation As NAPFA’s Chairman-Elect; Brought Low For Making A Careless Mistake, He’s Paying For The Sins Of Others
- Rhoades Steps Down As Chair-Elect Of NAPFA Over Registration Errors; Advisors Say Compliance Violations Are Easy To Make; Need To Outsource Compliance Is Increasing
