While most insurance firms have been selling off their broker/dealer subsidiaries, AIG has reportedly emerged as the most likely buyer of Woodbury Financial Services. But reactions to the potential deal were mixed.
The CFP Board of Standards plans to release “The Financial Planning Competancy Handbook” in March of 2013. At an estimated 400+ pages, the title may be something of a misnomer, however.
The book, to be published by John Wiley & Sons Inc....
NEW YORK, Jul 24, 2012 (BUSINESS WIRE) -- Dynasty Financial Partners today announced that it has hired John Sullivan as Senior Vice President, RIA & Transition Services...
New federal rules are forcing advisors to spell out what they’re charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations.
