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The latest about financial and wealth advisors.

CFP Board Hires General Counsel

  • Jan 22, 2015
    blog

    Edelman Hires CFO as COO

    Ric Edelman, founder of Edelman Financial, has found a new COO, starting the process of replacing himself at the helm of the RIA. Edelman has moved CFO Rene Chaze to the newly created COO role....More
  • Jan 20, 2015
    blog

    Should you Get Fired For Beating the Market?

    Your clients shouldn’t jump for joy or reward you with a bottle of Pappy Van Winkle if their portfolios outperformed in 2014. They should fire you instead, argues one financial advisor....More
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