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Social Security training course covers program nuts and bolts
Course covers finer points of Windfall Elimination Provision calculations, but needs more emphasis on claiming strategies.
CFP Board moves to strengthen academic underpinning of planning profession
Group plans a business school-based doctoral program and a journal, and is considering a research facility.
How to help minority financial planning students get jobs
Advisers can help the financial services industry boost its historically poor ethnic diversity even without making those hires themselves. Minority financial planning students need help polishing their communications skills, according to Luke Dean, director of William Paterson University's
College saving programs make changes as assets continue to rise
College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets.
CFP board navigates rough seas
Roiled by controversies over compensation disclosure and an attempt to offer its own continuing-education programs, the CFP board is forced to adjust.
Florida advisers sue CFP Board
Husband and wife balk over a disciplinary case the board raised for using the term “fee-only” to describe their compensation.
How financially literate are investors?
How do investors stack up when it comes to financial literacy? Advisers might be surprised to learn which questions had potential investors most at a loss.
CFP Board extends reach with massive online course
The organization behind the Certified Financial Planner credential is teaming with a university to offer the course in 2014
Risk management, alts among increased focus of IMCA exams
IMCA updates curricula of CIMA program to enhance coverage of risk management, alternative investments, behavioral finance and fiduciary responsibilities.
6 most common ways Americans fund college
% Costs Paid in 2013: 5% % Costs Paid in 2012: 4% % Costs Paid in 2011: 4% (Source: Sallie Mae's national study on how Americans pay for college) Advertisement
Calif., Mass., N.J. residents best at finances
Financial literacy is a hot topic. But a new survey shows that residents in many states still have plenty to learn about handling their money. Residents of California, Massachusetts and New Jersey are the best at that, according to a study on money management fundamentals released last week by the
Residents in these three states worst at money matters
Finra survey reveals drop in national financial literacy; 'something wrong with this picture.'
CFP Board to launch marketing campaign to increase certificants by 5%
New $1-million initiative, financed by operating funds, complements public awareness effort.
No C-E change as CFP Board scraps controversial plan
Proposal would have hiked continuing-education requirements for registrants; no shortage of comments.
Advisers irked by American College's jumping on Goldfarb news
CEO Barton calls it "sad day" for CFP Board; critics note College lacks similar disciplinary process.
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February 27, 2014