Investments companies are making in mobile apps are starting to pay off, but the financial advisory industry still has a long way to go. According to JD Power, three-quarters of wealth management companies have improved the functionality of their apps in the past year, up from 44% in 2020. AsRead More →

WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →

The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →

The certification body that oversees the industry’s largest and most respected planning designation is asking more wealth managers to disclose their advisor demographics. During this week’s CFP Board Center for Financial Planning Diversity Summit sessions, executives, academics, advocates, and the chair of the Congressional Black Caucus explained why the dataRead More →

WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →

When two clients received a worrying letter from the IRS last July, Gerry Barrasso, their financial adviser, urged the married couple to calm down. The missive said the New York pair owed $271,346 in additional taxes, including a $54,269 penalty and $11,423 in interest, on the sale of nearly aRead More →

There are more than 40 ESG ratings, 150 rankings and 450 indices, according to the World Business Council for Sustainable Development. But as quality information about fund practices becomes more important to advisers, a lack of standardization and transparency means scores can vary depending on the company providing the rating.Read More →

For example, there is tax-free compensation, generous education benefits, no or low cost health care, housing allowances and a host of free services on base. That’s why Certified Financial Planners advising military and veteran families suggest you anticipate and plan for what’s to come to minimize financial disruption while savingRead More →

CHICAGO, November 9, 2021 /PRNewswire/ — Today, CDL 1000, a leading technology/logistics company, announced by Leon Levin appointment as Chief Financial Officer, where he will oversee accounting, pricing, financial planning and analysis, financial reporting, investor relations, internal audit, payroll, purchasing, SEC reporting, taxation and cash flow. He will report toRead More →

NEW YORK–(BUSINESS WIRE)–Prosek Partners, a leading independent public relations and financial communications agency, has won the Global Corporate/Financial Agency of the Year award at the 2021 Global SABER Awards. This follows Prosek’s nomination as a North American Global Business/Financial Agency of the Year 2021 by PRovoke Media earlier this year.Read More →

K-State’s All-Female Team Places Second in Financial Planning Association’s National Financial Planning Competition Tweet that “Megan, Britta and Ana represent the first all-female team to compete since K-State and one of the first to compete nationally,” Personal Financial Planning Department Chief Martin Seay said. “The team’s accomplishments are a testamentRead More →