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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.
CFP Board chairman resigns amid ethics probe - InvestmentNews
Alan Goldfarb tells InvestmentNews why he decided to resign as chairman of the CFP Board — and the nature of the allegation that has been leveled against him.
Traveling Suze show on deck - InvestmentNews
Personal finance is the subject of an upcoming traveling museum exhibit, and Suze Orman, the broker turned TV personality and motivational speaker, has already landed a feature role in the show.
The ticker 'crawl' tells all - InvestmentNews
A new novel by Pepperdine University finance professor Craig Everett aims to teach children financial literacy concepts subtly.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly