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CPA Organization Introduces Financial Pl…

The American Institute of CPAs has just created its own Personal Financial Planning Certificates Program, which includes five certificates that are specific to the main areas of personal financial planning...

Financial Planning Association Lobbies f…

Approximately 85 members of the Financial Planning Association recently spent a day on Capital Hill to urge lawmakers to increase regulation and oversight of advisors. So reports Financial Advisor.

Credit Freezes Will Become Free This Fal…

The Economic Growth, Regulatory Relief and Consumer Protection Act that was signed into law in late May prevents credit bureaus from charging fees when consumers request to freeze or unfreeze...

Latest News

LPL Financial has reached an agreement with Massachusetts to reimburse investors who were improperly sold unregistered securities by the broker-dealer in 2006. So reports ThinkAdvisor.

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The American Institute of CPAs has just created its own Personal Financial Planning Certificates Program, which includes five certificates that are specific to the main areas of personal financial planning. So reports Accounting Today.

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Approximately 85 members of the Financial Planning Association recently spent a day on Capital Hill to urge lawmakers to increase regulation and oversight of advisors. So reports Financial Advisor.

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The Economic Growth, Regulatory Relief and Consumer Protection Act that was signed into law in late May prevents credit bureaus from charging fees when consumers request to freeze or unfreeze their credit records. So reports U.S.
News & World Report.

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A handful of indicators point to the bull market having potential to continue into the foreseeable future. However, with the U.S. economic recovery entering its ninth year, some advisory firms are promoting strategies for surviving a bear market or least strategies for dealing with clients who are afraid that a downturn is imminent.

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Practice Management

Advisors Failing to Implement Succession…

Advisor often encourage their clients who are business owners to draft succession plans, but many advisors have failed to do the same for their own businesses. So reports InsuranceNetNews.

Technology & Communications

Financial Firms Falling Behind in Digita…

Financial services firms have been complacent in developing digital marketing programs, but fee pressure and increased competition could change that. So reports Forbes.

Regulatory & Compliance

LPL Reaches Settlement Over Illegal Sale…

LPL Financial has reached an agreement with Massachusetts to reimburse investors who were improperly sold unregistered securities by the broker-dealer in 2006. So reports ThinkAdvisor.

Markets & Investments

Firms Touting Advice for Surviving a Bea…

A handful of indicators point to the bull market having potential to continue into the foreseeable future. However, with the U.S. economic recovery entering its ninth year, some advisory firms...

Retirement

Retirement Plan Participants Open to Usi…

Eighty percent of retirement plan participants would allocate assets to annuities if the products were available in their employer sponsored programs.

News Roundup

CPA Organization Introduces Financial Pl…

The American Institute of CPAs has just created its own Personal Financial Planning Certificates Program, which includes five certificates that are specific to the main areas of personal financial planning...

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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PMG360 is committed to protecting the privacy of the personal data we collect from our subscribers/agents/customers/exhibitors and sponsors. On May 25th, the European's GDPR policy will be enforced. Nothing is changing about your current settings or how your information is processed, however, we have made a few changes. We have updated our Privacy Policy and Cookie Policy to make it easier for you to understand what information we collect, how and why we collect it.

I accept Policy from this site.
EU Cookie Directive plugin by www.channeldigital.co.uk