News Roundup (677)
Consumer Advocate Wants Crackdown on Fiduciary Violations
- Saturday, 03 March 2018
- News Roundup
- Written by PFA News
The Consumer Federation of America is urging the Department of Labor to crack down on violations of the Fiduciary Standard’s Impartial Conduct Standards. So reports ThinkAdvisor. Read more...
Higher Income Leads to a Decline in Happiness: Study
- Sunday, 18 February 2018
- News Roundup
- Written by PFA News
Individuals’ happiness and satisfaction with life tends to decline when their incomes exceed $95,000. So reports Money.
Read more...Vanguard Becomes Sponsor of CFP Board Center for Financial Planning
- Saturday, 03 February 2018
- News Roundup
- Written by PFA News
Vanguard has decided to become a Visionary Circle Sponsor of The CFP Board Center for Financial Planning. So reports Public Now. Read more...
Low-Cost Tech Rivals Big Ticket Platforms
- Saturday, 03 February 2018
- News Roundup
- Written by PFA News
Independents advisors have been able to acquire low cost technology through licensing agreements or through custodians that can rival billion dollar software used by large wirehouses. So reports Forbes. Read more...
Army Veteran is the Next CFP Board Chairman
- Saturday, 20 January 2018
- News Roundup
- Written by PFA News
Richard Salmen, who is currently a Cessna pilot and an Army veteran, has been select as the new chairman for the CFP Board. So reports Financial Planning. Read more...
SEI to Provide Content to Members of FPA
- Saturday, 20 January 2018
- News Roundup
- Written by PFA News
SEI will provide content to members of the Financial Planning Association as part of a new strategic relationship. So reports Think Advisor. Read more...
Retirement Plan Loans, Deferred Contributions Harm Young Investors
- Friday, 05 January 2018
- News Roundup
- Written by PFA News
Retirement plan loans and delaying making plan contributors have a greater adverse impact on younger individuals who would otherwise have more time for their assets to generate compounded investment returns. So reports PlanAdvisor. Read more...
Dumpster Diving: One Financial Planner’s New Career
- Friday, 08 December 2017
- News Roundup
- Written by PFA News
Daniel Tay of Singapore has given up on being a financial planner and now focuses on dumpster diving. So reports The Straits Times. Read more...
CFP Board Revises Proposed Changes to Ethics
- Friday, 24 November 2017
- News Roundup
- Written by PFA News
The Certified Financial Planner Board of Standards has produced a second draft of its proposed changes to its code of ethics after reviewing comments on an earlier proposal to update the rules. So reports ThinkAdvisor. Read more...
How to Compete Against Robo-Advisors
- Friday, 24 November 2017
- News Roundup
- Written by PFA News
Advisors can compete against robo-advisors by allowing clients to co-create the financial planning process, by providing high levels of customization, and by specializing in specific advisory services. So reports CNBC. Read more...
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