Those who are most influential to our citizens’ financial success must have the skills to assess what’s in the best interest of those particular individuals
Proposed amendments would establish minimum proficiency requirements for mutual fund reps who present themselves as planners
The first step often is separating unrealistic dreams from attainable objectives
Controlling spending, reducing debt and increasing savings can help your clients reach their goals. And when clients see the results of their efforts, they will be motivated to do better. Follow these steps to put them on the right track
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition
The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career
The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising
When a client loses his or her job, they may receive a substantial settlement from the former employer. You can help to ensure the client makes sound decisions about what to do next
Advisors can play a huge role in facilitating a discussion about financial planning for newlywed couples, many of whom have not discussed their finances in great detail