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Meet our new retirement columnist

March 20, 2019

Most nights I go to bed thinking about retirement planning. Sometimes I dream about retirement planning. And typically, I wake up thinking about retirement planning. To be honest, I have become a bit obsessed with personal financial planning...

When it comes to diversity and inclusion, strategies are better than intentions

March 16, 2019

As the investment management and financial advisory industry seeks to attract and retain a more diverse mix of talent, a consensus has emerged on the importance of early engagement, pipeline building, mentoring and development of contemporary...

Envestnet MoneyGuide deal will have a massive impact on the advice industry

March 15, 2019

Do you remember in 1998, when we got not one, but two movies about asteroids colliding with Earth? Both "Armageddon" and "Deep Impact" featured computer-generated scenes of space rocks hitting the planet, causing varying degrees of destruction....

Women to Watch: Karen Schaeffer, Rachel Moran honored at fourth annual luncheon

March 14, 2019

InvestmentNews honored 22 women for their outstanding work in the financial advice industry on Thursday at the fourth annual Women to Watch luncheon. Every woman recognized has made a lasting impact on the industry. They are not only distinguished...

Advisers can beat out firms like Fidelity with this marketing approach

March 8, 2019

Independent advisers may not have the budgets to match what a company like Fidelity Investments can spend on advertising, but they can take advantage of what may be an even more effective tool for generating business leads for them — using...

CFP Board chief executive Kevin Keller joins $1 million compensation ranks

February 27, 2019

The head of the organization that grants the certified financial planner credential has joined a couple other financial industry trade group executives in earning a seven-figure compensation. Kevin Keller, chief executive of the Certified Financial...

How to recruit and retain a diverse workforce

February 23, 2019

Diversity in the workplace has proven to be valuable and even essential across industries, however, women, minorities, people with disabilities and other key groups are notably lacking in financial services. In fact, according to some reports,...

Again, SIFMA spent most money in financial services industry lobbying lawmakers

February 21, 2019

SIFMA, the trade association representing major brokerage firms, spent more money lobbying lawmakers last year than Goldman Sachs, Fidelity Investments, Vanguard Group and other top financial services firms. The Securities Industry and Financial...

How to choose good tech, rather than costly and complex tech

February 21, 2019

Your success as an independent adviser depends on a unique blend of financial expertise, relationship management and business acumen. Good technology can enhance each of those skills, but as we all know, the best offerings can be expensive....

New CFP Board ads feature lesbian couple

February 11, 2019

Television ads launched Monday by the Certified Financial Planner Board of Standards Inc. feature a lesbian couple, a move intended to promote CFPs to the gay community. The ad titled "Jen and Maya" centers on a same-sex couple that owns a business...

MeToo: Even in the financial advice industry, sexual harassment is a serious problem

February 9, 2019

The #MeToo movement catapulted the issues of sexual harassment and assault into Americans' collective consciousness and forced the public to reckon with the sexual power dynamics that have long permeated certain industries and personal interactions....

Why doesn't the CFP Board grant credits for fintech?

February 7, 2019

Advice industry experts Bob Veres and Joel Bruckenstein share their frustration with InvestmentNews over the lack of support for fintech education for financial advisers.

Should CFP Board require technology training? Advisers seem to think so

February 6, 2019

Should technology training be a requirement for certified financial planners? Many advisers seem to think so. According to Joel Bruckenstein, producer of the Technology Tools for Today conference, and Bob Veres, owner of consulting firm Inside...

CFP Board reports rise in number of certified financial planners, to 83,106

January 15, 2019

The number of certified financial planners rose to an all-time high of 83,106 in 2018, and the universe of mark holders also became a little more diverse, according to the organization that grants the designation. In statistics released Tuesday,...

Advisers no longer fear automation taking their jobs

January 11, 2019

Financial advisers in 2019 are far less fearful about technology replacing them than they were just a few years ago. In a new report, the Certified Financial Planner Board of Standards' Digital Advice Working Group — a group of a group of...

The future of advice: Diverse talent & technology

December 10, 2018

As attendees at IMPACT learned in educational sessions and through discussions with providers in the bustling Tech Alley section of the exhibit center, greater adoption of technology is the only way advisors will be able to profitably satisfy...

CFP Board proposes to lessen stigma for one-time infractions

November 27, 2018

The Certified Financial Planner Board of Standards Inc. isn't sparing the rod but does want to lessen its sting after a number of years. The organization that grants the CFP designation released a proposal Tuesday to reform its disciplinary...

Art wealth management course comes with CE credits from CFP Board

November 7, 2018

The Certified Financial Planner Board of Standards will provide three hours of continuing education credit that counts toward CFP certification for a new online art wealth management course. The program, created by New York-based Tang Art Advisory...

FPA overhauls its structure to combat 'dysfunction'

November 5, 2018

The Financial Planning Association is overhauling its organizational structure to fight what its officials view as the unsustainable and ineffective way the trade group of financial planners has been operating. The association is changing the...

SEC panel pushes strengthening Regulation Best Interest, in line with a fiduciary duty

November 1, 2018

The Securities and Exchange Commission's Investor Advisory Committee is pushing to "strengthen and clarify" rules requiring broker-dealers to act in the best interest of investors, potentially sharpening the rules to take the form of a fiduciary...

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