Association also tightens compensation disclosure requirements
Committing to a platform and showing your personality can help with prospecting
Aspirational planners need to take action for clients, Planworth's James Fraser said at IAFP's 2022 symposium
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
An industry expert urged advisors to step up their game during IAFP's 2021 symposium
The organization is recognizing the education and skills that CFAs already possess
A tax expert at the IAFP symposium discussed the factors to consider
This year’s theme was “Making Financial Planning a Recognized Profession”
The similarity of Advocis’ IAFE could create confusion
New name of relaunched CLU could create confusion with IAFP, ruling states