A handful of universities, led by Texas Tech and Virginia Tech, are growing their CFP programs and introducing more young talent into the financial planning industry each year. Yet few firms seem to be aware of the budding talent pool.
Untimely passing of pop queen a stark reminder to financial planners of need to review documents; follow-through the key
Advisers offer their tips for winning business and networking with social media.
Now the best time for heirs to sell Apple, Disney stakes; no reason 'not to sell all of it'
Legendary value investor Marty Whitman is stepping down as co-portfolio manger of Third Avenue Management's $3.3-billion flagship fund. Ian Lapey, who is currently co-portfolio manager of the Third Avenue Value Fund with Mr. Whitman, has been promoted to sole portfolio manager, effective March 1.
Financial advisers mostly concerned that sick-man Europe will infect U.S.; 'no near-term end in sight'
Once the dominant player in the industry, carriers seeing reps exit; consolidation puts squeeze on
Recurring revenue fee ratio continues to rise; down payments getting larger, too
Carnegie Investment Counsel's acquisition sweet spot is in the $50M to $250M range
Social networking a swell way to land clients; 'great platforms'
Spouses, children lacking designation papers could be out of luck; problem magnified by bank mergers
Advisers' social networking mostly subject to same regs as other marketing, state says; 'like' a likely trouble spot
