News Roundup (677)
Organizations Team Up to Offer Free Financial Planning Advice
- Saturday, 01 October 2016
- News Roundup
- Written by PFA News
The U.S. Conference of Mayors is teaming up with the Certified Financial Planner Board of Standards, the Financial Planning Association, and the Foundation for Financial Planning to provide free financial advice during “Financial Planning Days.” So reports Plan Sponsor.
Read more...Lincoln Investment to Buy The Legend Group
- Friday, 16 September 2016
- News Roundup
- Written by PFA News
Lincoln Investment Capital Holdings , which has backing from private equity firm Lovell Minnick Partners, plans to acquire independent broker-dealer and RIA The Legend Group Holdings. So reports PEHub. Read more...
Financial Services Institute Opposes Disaster Planning Rule
- Friday, 16 September 2016
- News Roundup
- Written by PFA News
The Financial Services Institute, which represents financial service providers, has written to the Securities and Exchange Commission to oppose a proposed rule that would strengthen disaster planning requirements. So reports InsuranceNewsNet. Read more...
Current Court Case Could Be the End of Litigation Against CFP Board
- Friday, 16 September 2016
- News Roundup
- Written by PFA News
Litigation by a husband and wife financial planning team could be the last legal action taken against the CFP board with the organization having passed a mandatory arbitration requirement. So reports Financial Planning. Read more...
Americans Focusing on Debt Reduction: Study
- Tuesday, 06 September 2016
- News Roundup
- Written by PFA News
A survey by BMO Wealth Management of 1,018 adults has found that 31% of Americans identify reducing their debt as their financial priority. So reports CNBC. Read more...
State Street Prepping ETF for Sector Classification Change
- Saturday, 20 August 2016
- News Roundup
- Written by PFA News
With S&P Dow Jones Indices having created a specific real estate sector within the S&P 500 index, State Street Global Advisors is planning to remove most real estate stocks from its Financial Select Sector SPDR ETF and have the fund pay out a special dividend. So reports Nasdaq.com. Read more...
FAs Help Military Families Feel Better About Their Finances
- Saturday, 20 August 2016
- News Roundup
- Written by PFA News
A recent survey by First Command Financial Services Inc. has found that military families that use advisors are twice as likely to say they expect their finances will improve during the next year compared to those who don’t. So reports Financial Advisor. Read more...
- Staples
- SentrySafe
- Sentry Group
- Sole proprietorship
- Customer service
- Minority business enterprise
- General Services Administration
- Staples
- SentrySafe
- Sentry Group
- Sole proprietorship
- Customer service
- Minority business enterprise
- General Services Administration
- First Command Financial Service
- Scott Spikers
FPA Hires Public Policy Counsel
- Saturday, 20 August 2016
- News Roundup
- Written by PFA News
The Financial Planning Association has hired Josephine Colacci as its public policy counsel at a time when the organization is pushing to have the Securities and Exchange Commission adopt a fiduciary standard for financial advisors. So reports ThinkAdvisor.
Read more...FPA Taps Former Army Captain as Chairman
- Saturday, 06 August 2016
- News Roundup
- Written by PFA News
The Financial Planning Association’s new chairman is Richard Salmen, a former Army captain who has more recently juggled working as an air traffic controller and a financial advisor. So reports Financial Planning. Read more...
Fiserv Launches Client Engagement Platform
- Friday, 22 July 2016
- News Roundup
- Written by PFA News
Fiserv has launched Grapevine6, which allows advisors to deliver relevant articles and other content to clients through the company’s Wealth Management Network. So reports CU Insight. Read more...
Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Dec 16 2013
-
Written by PLP Staff
The challenge of working with clients during a soaring bull…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-