Advisor Business
CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows
If you’ve gone through the process of earning your CFP® designation, it’s showing. A recent study shows that CFP®s are more productive, add more value to their firms, have happier clients, and boost firm revenues.
2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works
The 2012 Household Financial Planning Survey paints a grim picture of the American household’s financial condition and deals a dose of bad news for financial advisors. Sponsored by the Certified Financial Planner Board of Standards and Consumer Federation of America, the survey was last conducted in 1997, a much better time for Americans and advisors. Data documenting the deterioration in the American household’s fiscal wellbeing overshadow the main highlight of the survey results: that people with comprehensive financial plans are more confident about their finances, save more, a
Data Base Allows You To Compare Various Broker-Dealers Either By Pre-Set Criteria Or By Criteria You Input
If you’ve ever wanted to compare broker-dealers for payout rates, how many reps they have, or which firms have the highest earning reps, there’s a database available. You can use the default ranking criteria or input your own.
JP Morgan Chase Mutual Fund Sales Scandal Shows SEC Is A Joke At Investor Protection: RIAs Should Rise Up Against The SEC And Be Advocates For Investors
The front page of The New York Times today reveals what a joke SEC regulation and investor protection is.
JP Morgan is accused by former brokers of selling proprietary (“house brand”) mutual funds instead of other funds because advisors got fatter commissions. “Financial advisers say they were encouraged, at times, to favor JPMorgan’s own products even when competitors had better-performing or cheaper options,” reports The Times.
Ric Edelman, One Of Top Financial Advisors Of All-Time, Says He’s Been Alienated By The Financial Planning Association, Which Tells You Something's Very Wrong With The FPA
Ric Edelman, one of the most successful and influential financial advisors in the nation, says he’s been alienated by the Financial Planning Association, the nation’s most influential professional membership group for financial advisors.
Speaking at a webinar last Friday, Edelman took a swipe at the FPA for not focusing enough on consumers. Asked why he has not tried to fix the FPA, Edelman unleashed:
“For three years, I tried to join the board of directors (of the FPA) and I was told very specifically, very clearly, that they would not allow me on the board for th
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- Small Advisory Teams Are Like Money Flows; They're Migrating To Where They Will Be Treated The Best
- Leaked Post: Lies Spread On NAPFA’s Private Discussion Board Show How Low Even A Fiduciary Can Go
- If You Don't Know The Tipping Point For Client Service Within Your Own Practice, It Can Sabotage Your Ability To Reach Your Goals
