Advisor Business
CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance
Global Investment Performance Standards (GIPS) are becoming more trustworthy to UHNWI investors and, thus, more important to RIAs and, in the long run, will make CFA Institute the most important professional designation body in the financial advice industry.
Sure, Your Clients Can Pay for College, But Can Their HS Junior Even Get In?
Juniors Are Rising
It’s the end of February, which means your clients’ high school juniors are gearing up for their college search and section process.
As your client families begin to consider where they will spend the college fund dollars you helped them to save, we thought we’d pass along to you some tips about college application preparedness to share with them.
Class Selection
If a student has not completed the proper private or public high school curriculum for entrance to a desired degree program and/or university by the time the
Rowling’s Appeal To NAPFA Reflects A Deeper Problem In The Movement To Make Financial Advising A Real Profession
Sheryl Rowling’s appeal to NAPFA to restore accepting CPA/PFSs as members even if they do not hold a CFP designation reflects a deeper problem in the movement to make financial advising a real profession.
Advisor Clients Often Think Their Kids Are A Shoo-In For Entrance To Elite Colleges, But Good Grades And A Legacy No Longer Are Enough
Say your client’s child has great grades, tons of “Advanced Placement” credits, high SATs and SAT IIs, went to all the right summer camps, and has legacy 10-ancestors deep at an Ivy League school. This child also has a list of extracurricular activities that runs two-pages, single spaced, and includes music, theater, and Habitat for Humanity. And the kid spent last summer volunteering in a refugee community in Africa. In short, your client’s child seemed to have it all, but now the whole family is devastated because somehow all of that was not enough to g
Google Helpouts And The Future Of The Financial Advice Profession; This Is The Best Thing To Ever Happen To Hourly Financial Planning
Google yesterday launched Helpouts, a way for anyone anywhere to get expert advice on any subject anytime. Should you sign up? More importantly, is Google Helpouts important in the evolution of the financial advice business cum profession?
There are no clear answers to either question. Google’s many failures are well-documented. The company’s willingness to launch new businesses has filled a graveyard of spectacular flops with funny names like Buzz, Wave and plain names like Answers, Video Player, and Audio Ads. Helpouts, the new venture anounced yesterday on Google&r
More Articles ...
- Jim Pavia, Former Investment News Editor, Is At CNBC Targeting Long-Term Investors And Advisors
- CFP Says He Was Offered A Listing On Medical Economics List Of Best Advisors For Doctors For $750 And That The Magazine Also Invited His Dog To Join The List
- Financial Planning Coalition, Taking On Wall Street And The SEC, In A David Versus Goliath Battle On The Fiduciary Standard
- Advisors Beware: “Boiler Room Legalization Act” Is Expected To Be Implemented By SEC Shortly, Ushering In A New Era Of Investment Fraud
