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 →

TORONTO, October 29, 2021 /CNW/ – FP Canada is pleased to host the 13and the annual Financial Planning Week and new expanded virtual conference, taking place from November 23-November 25, 2021. The theme this year is Connect.Grow.Achieve. The conference, moderated by CTV’s chief commentator, Patricia Lovett-Reid, CFP®brings together professional financialRead More →

WASHINGTON, October 27, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced sponsors for its fourth annual Diversity Summit and Career Fair, which will take place virtually from November 17-19, 2021. This year’s summit will focus on the theme “Metrics that Matter”, highlighting qualitative and quantitativeRead More →

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →

Financial advisers and wealth management firms worried that the Biden administration will immediately destroy the SEC’s Best Interest rule can rest a little easier. At an Oct. 19 panel hosted by New York University Law School’s Corporate Compliance and Enforcement Program, SEC Chairman Gary Gensler pledged vigorous enforcement. of theRead More →

CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →

Specializing in a modern approach to relationship-based financial planning, Clarity Financial Design uses a Design your financial future process to help women visualize, define and move towards their financial goals. “I am excited to launch my own comprehensive financial planning practice. Helping women plan and prepare for their financial futureRead More →

FINRA is considering new rules targeting the “narrow issue” of disclosures for wealth managers and other members who offer certain cryptocurrency assets, CEO Robert Cook said. Cook made the comment during a panel hosted with SEC Commissioner Hester Peirce and other regulators from New York Law School’s Ronald H. FillerRead More →

Changing cultural and political attitudes towards employment and the COVID-19 pandemic have upended the talent market – and RIAs are no exception. In fact, the DeVoe 2021 RIA Talent Management Report found that staff turnover increases rapidly in financial advisory practices. With voluntary departures at their highest level in aRead More →

WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →

The cryptocurrency has been in the headlines since the launch of Bitcoin in 2009. Stories abound of individuals becoming millionaires or even billionaires through their cryptocurrency investments, leading to clients asking their advisors if they should get into the crypto game. While many experts believe that cryptocurrency is here toRead More →

eMoney Advisor announces its new partnership with the Foundation for Financial Planning (FFP). Tweet that “We are deeply committed to giving back and advancing our vision of financial peace of mind for all. Together with FFP, we can leverage technology and industry expertise to provide financial advice to communities theRead More →

NEW YORKOct. 5, 2021 /PRNewswire/ — Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, has released the results of its Future of Financial Planning Practice research, a survey of 4,250 CERTIFIED FINANCIAL PLANNER professionals in 23 territories, conducted inRead More →

WASHINGTON, September 15, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today released a Guide to Financial Planning Careers provide guidance to students, career changers and financial services professionals on how to begin and maintain a successful and rewarding career in financial planning. The new guide isRead More →

The Center administers scholarships to help qualified individuals meet study requirements for the CFP® certification process. The scholarship offered in collaboration with Ballentine Partners helps the Center achieve its mission of creating a more diverse and sustainable financial planning profession. “We believe that supporting diversity within the next generation ofRead More →

WASHINGTON, September 13, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (The Center) and leading independent wealth management firm Aspiriant today announced the launch of the Aspiriant Impact Scholarship. The scholarship aims to advance and diversify the financial planning profession by supporting the development of aspiring CFP® professionalsRead More →

Despite sluggish business and a dwindling number of insurance-owned wealth managers, a mid-sized firm is trying to catch up with advisory-focused rivals and return to growth. Penn Mutual Life Insurance has hired veteran wealth management executive Aaron Gordon to be president of its independent brokerage, Hornor, Townsend & Kent, afterRead More →

The University Academic Senate wishes to improve shared governance between faculty and administration surrounding university operations. Shared governance, in this case, would be a partnership between faculty and administration that ensures multiple parties are involved in major decision-making that would affect the academic experience at Marquette. Allison Abbott is anRead More →

WASHINGTON, September 2, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (the Center) and Parsec Financial today announced the launch of the Parsec Financial CFP® Certification Diversity Scholarship which aims to advance diversity in the financial planning profession. Over the next four years, the scholarship will offer fourRead More →

Brian Hart is Founder and President of Flackable, an award-winning public relations agency representing financial and professional services brands nationwide. The agency, which he launched in 2014 at the age of 27, guides growth-oriented brands to new levels of credibility, authority and influence through his innovative and integrated approach toRead More →

Recently, Tom Sporkin, the CFP Board’s new Chief Enforcement Officer, contributed a column here titled “What a Former SEC Executive Learned About the CFP Board’s Enforcement Program,” which itself was a rebuttal of Allan Roth’s earlier contribution,”The CFP Board has given up on protecting the public from unscrupulous advisers.” AsRead More →

DENVER, August 18, 2021 /PRNewswire/ — Financial Planning Standards Board Ltd. (FPSB) and its global network are pleased to host the fifth World Financial Planning Day (WFPD) on Wednesday, October 6 as part of the International Organization of Securities Commissions (IOSCO). Investor Week. Representing more than 192,000 CERTIFIED FINANCIAL PLANNINGRead More →

Melinda Wilke (Wealth Advisor/Founder); Photo by Linda SmallPage, Shop Photographer Wilke Wealth and Investment PlanningRetirement • Investments • Protection • Estate • Family 5307 S. 92nd St., Suite 128, Hales Corners | 414-856-3060 | [email protected] | wilkewealth.com Wilke Wealth & Investment Planning is a national practice specializing in physicians, healthcareRead More →

The report says this may be why, on average, advisors rank a variety of planning topics as relatively equally important, including these: Projected retirement income versus projected living expenses: 53% Estimated retirement living expenses: 51% Current spending/savings and investment goals: 51% Alignment of future spending and savings with financial goals:Read More →