Industry

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

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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

CFA Level 1 Exam Prep Now Being Offered By The American College, Reflecting The Growing Popularity Of The CFA Designation

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If you're interested in completing the CFA Level 1 Exam, you can now study online 24/7 through The American College’s prep site. Level II and III packages will be available in the fall of 2014.

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Google Helpouts And The Future Of The Financial Advice Profession; This Is The Best Thing To Ever Happen To Hourly Financial Planning

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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

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Jim Pavia, Former Investment News Editor, Is At CNBC Targeting Long-Term Investors And Advisors

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James (Jim) Pavia, who ran the editorial staff at Investment News (IN) from June 2003 until this past June and was a central figure in its ascendance as the predominant online hub for financial advisors, is now leading an effort to do the same thing at CNBC, the cable TV business news channel—to create content for investment advisors and financial planners as well as long-term retail investors.   Investment News (IN) has consistently beat the other trade publications at covering major breaking news for financial advisors. Financial Advisor, Financial Planning, and Investment Adviso

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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

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A listing on Medical Economics Magazine’s 2013 list of the “Best Financial Advisors For Doctors” was offered to financial planning gadly Allan Roth, CFP, if he paid the magazine’s publishing company $750--and as long as no public complaints had been filed against him, according to a report by Roth published in today's CBS MoneyWatch.com.

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