Industry
Pew Survey Finds Most Think The Rich Are Smarter And Work Harder But Neither Of Those Attributes Makes Them More Likeable
A Pew Research Center survey found that most people think the wealthy are smarter and work harder than average people. This doesn’t mean that they are well liked.
In fact, most people also think the wealthy are greedy and don’t pay enough in taxes. One-third of those surveyed say wealthy people are dishonest.
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
Past lay leaders of the Financial Planning Association (FPA) are praising Marv Tuttle who this week announced that he will retire in October as head of one the nation’s largest professional associations for those who hold themselves out to be financial planners.
Tuttle, who has been the executive director of the FPA since its founding in 2000, announced earlier this year his plan to retire in 2014, but this week he unexpectedly moved up his retirement date by two years. (He will step down officially during the FPA’s annual general membership meeting in October.)
To be sure, there
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
I don’t know Ron Rhoades but my heart goes out to him. He was forced to resign as NAPFA’s chairman-elect earlier this week because of a careless compliance mistake. He’s been publicly embarrassed and hurt financially because of a minor infraction, and Rhoades put himself through all this to spare NAPFA embarrassment.
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
There but for the grace of God go I.
That, in essence, is how advisors are reacting to the news that Dr. Ron Rhoades, JD, CFP on Monday stepped down as chair-elect of the National Association of Personal Financial Advisors (NAPFA) over a “careless” registration error with his investment advisory firm, ScholarFi.
Survey: Do You Make Money By Writing Financial Plans?
Financial advisors have long complained about the difficulty of making money on writing financial plans. But is it really problem? Here's a short survey aimed at helping find out.
In June 2011, I write a post saying that the CFP business model needs help and that planners have a difficult time making money on writing financial plans. The story has received more than 23,000 hits and for months was one of the most popular posts trending on A4A. That post argued that the CFP Board should provide continuing education (CE) credit for practice management to help planners address this busi
More Articles ...
- CFP Board Falls Short Even Though It Proposes Boosting Continuing Education Requirement From 30 To 40 Hours And Would Give CE Credit On Practice Management Topics
- Growth In RIA Industry Outpaces Wirehouse Growth As Advisor Population Shrinks And Consolidates
- Pershing's Tibergien Sees Restructuring Of RIA Industry Similar To Accounting Industry
- CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows
