Graduates need not be signed up for the exam, but use of the moniker is limited to five years
Critical to find outsourcing partners who have the necessary expertise, are trustworthy, and can help improve an adviser's business
Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.
It's time for the CFP Board to be more transparent in its dealings over adviser pay descriptions.
Designation-granting board goes to the source to get some answers.
In another high-profile case, board tells adviser Rick Kahler he must drop fee-only label but he disagrees.
Mastering the right way to communicate with powerful women and their partners could be a boon to advisers' businesses.
Advisers who have the patience, empathy and courage to sift through what matters most to powerful female clients can help them create a plan for success that's likely to make them clients for life.
Divorce and widowhood require sensitive communication and help in gaining confidence.
Despite gains, steep learning curve remains on investing and cash management.
Benjamin W. Wong jumps ship as LPL begins absorbing his former firm.
CLA honors advisers helping in communities and around the globe
Based on an early personal experience, Oklahoma's Rep. Lankford says “Main Street people” would lose broker access.
Firm continues push toward goal of $5 billion in assets by year's end.
