If your practice includes people in their 20s or 30s, you know that cash-value life insurance products can be a tough sell. This type of insurance can be difficult to explain, and many younger clients don’t see a need for life insurance in...
David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like endowments and charitable...
The ranks of Certified Financial Planners just crossed 75,000, the CFP Board announced Tuesday. The CFP designation dates back to 1973, when the first group completed a course at the College for Financial Planning. In 1985, the College create...