News Roundup (677)
CPA Organization Introduces Financial Planning Certification
- Saturday, 16 June 2018
- News Roundup
- Written by Chris Frankie
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. Read more...
Financial Planning Association Lobbies for More Regulation
- Saturday, 16 June 2018
- News Roundup
- Written by PFA News
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. Read more...
Credit Freezes Will Become Free This Fall
- Saturday, 16 June 2018
- News Roundup
- Written by PFA News
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.
Read more...
RBC Recruits Two Large Advisory Teams
- Saturday, 02 June 2018
- News Roundup
- Written by PFA News
RBC Wealth Management has recruited two large advisory groups. So reports Financial Advisor. Read more...
Advisors Cite Different Reasons for Lack of Minority Planners
- Saturday, 12 May 2018
- News Roundup
- Written by PFA News
Nearly 60% of planners who are neither black nor Latino say the low number of minority planners is a result of minorities not being interested in the profession. Meanwhile, only 23% of black planners identified that as a reason. So reports ThinkAdvisor.
Read more...VALIC, RetireUp Create New Planning Tool
- Saturday, 12 May 2018
- News Roundup
- Written by PFA News
VALIC and RetireUp have launched Retirement Pathfinder, a web-based tool that VALIC’s advisers can use to show plan participants various investment scenarios. So reports Plan Advisor. Read more...
Continuing Education Requirement Could Keep Advisors Competitive
- Monday, 30 April 2018
- News Roundup
- Written by PFA News
The inclusion of continuing education requirements in the SEC’s recently proposed “Rules of Conduct” could help financial advisors remain competitive at a time when robo-advisors are growing in popularity. So reports Bloomberg.
Read more...Wells Fargo Advisors Continue to Jump Ship
- Sunday, 15 April 2018
- News Roundup
- Written by PFA News
Wells Fargo reported having 14,399 financial advisors at the end of the first quarter, which is a decline of 145 advisors from the end of the fourth quarter. So reports Barron’s. Read more...
Credit Card Debt is Exposing Americans to Interest Rate Risk
- Sunday, 15 April 2018
- News Roundup
- Written by PFA News
Americans have been increasing their credit card debt, which means many individuals and families could face hardships if interest rates continue to rise. So reports Bloomberg. Read more...
Industry is Entering a Global Era for Solo Advisors
- Saturday, 31 March 2018
- News Roundup
- Written by PFA Staff
Contrary to popular beliefs that single advisors are doomed, solo financial planners have a bright future. So reports Financial Planning. Read more...
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