Industry

Bravo! A4A Previews The Advisor Portal TD Ameritrade Institutional Will Launch In 4Q2015

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Bravo, TDAI! the new version of Veo is a powerful advisor portal. The below video is annotated with my comments across the bottom. Scroll through the video to see my running commentary on why TDAI deserves a standing ovation. How does your custodian or BD advisor portal match up to what TDAI is launching? What you see in this demo is the thoughful work of Jon Patullo, a managing director at TDAI who has been responsible for Veo since its inception nearly 15 years ago, along with Chris Valleley, who leads the Veo team day-to-day. They are the two voices leading the demo. &n

CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance

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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?

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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

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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.

NAPFA Must Do The Right Thing With CPA/PFSs If It Wants To Retain Its Special Role As An Advocate For Consumers

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It's been over a year since the National Association of Personal Financial Advisors (NAPFA) decided to accept as new members only those holding the Certified Financial PlannerTM (CFP®) designation. I was not happy, to say the least, about this decision and need to get this off my chest. As a CPA/PFS (Personal Financial Specialist), I thought I would adjust to the new rules, especially since my membership in NAPFA was grandfathered, thus, allowing me to retain my NAPFA membership. After attending the AICPA's Advanced Personal Financial Planning Conference a couple of w