The American Institute of CPAs has just created its own Personal Financial Planning Certificates Program, which includes five certificates that are specific to the main areas of personal financial planning. So reports Accounting Today.
Approximately 85 members of the Financial Planning Association recently spent a day on Capital Hill to urge lawmakers to increase regulation and oversight of advisors. So reports Financial Advisor.
The Economic Growth, Regulatory Relief and Consumer Protection Act that was signed into law in late May prevents credit bureaus from charging fees when consumers request to freeze or unfreeze their credit records. So reports U.S.
News & World Report.
A handful of indicators point to the bull market having potential to continue into the foreseeable future. However, with the U.S. economic recovery entering its ninth year, some advisory firms are promoting strategies for surviving a bear market or least strategies for dealing with clients who are afraid that a downturn is imminent.
A model annuity law being developed by the National Association of Insurance Commissioners stipulates that advisors would need to disclosure to clients the basis for their annuity recommendations. So reports Insurance News Net.