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Earning a CFP designation, while not a necessity, seems a commonplace task for students graduating with a financial planning degree. Yet the cost of the exam can be prohibitive for many.
Structural and regulatory changes have motivated larger bond dealers to scale back their capital commitments – with significant implications for fixed income managers...
Welcome back to WealthManagement.com’s 2014 bracket tournament. We're asking readers to weigh in on who they think is the most influential person in wealth management today. Is it one of the regulators who create compliance headaches for advisors...
In 1994, the now famous financial planner William Bengen developed what today is known as “the 4% rule.” Bengen gathered stock and bond performance data dating back to 1926 and modeled a hypothetical 50/50 portfolio using 51...
The CFP Board announced Thursday it’s getting more involved in expanding the intellectual heft of the advisory profession, even as it trims down its time-intensive examination process...
Most institutional funds are governed by an investment or finance committee and many families choose to make decisions based on the consensus of a group of family members. Yet, while they outperform retail investors, there is considerable...
This is likely to be another good year for risk-on investing, as an improving economic outlook supports stocks and bonds in an environment marked by less volatility than 2013.