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11 articles
Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.
Charesse Hagan is the latest to join Financial Planning Association's 'Coaches Corner' which 'gives back' to the community, but coaches also can leverage volunteer work into paid gigs
Skip Schweiss played mediator after latest Kitces-FPA spat got nasty; Kitces used the word 'fraud' (albeit not alleged) in regard to what turned out to be a simple accounting change that outsiders couldn't see
Outgoing robo-calls, 1-900 advice shouldn't be dismissed as tools
Bernie Clark tells crowd at national FPA conference that it's not about Schwab
IAA won't join forces; annual cost to run an SRO could top $150 million
The financial crisis may have opened the door to money-talk -- and raises questions about advisors' responsibilities
New oversight for financial planners may be tougher for Senators to vote against because it is seen as pro-consumer
New board promoting the fiduciary standard would oversee 75,000
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