Vanguard has decided to become a Visionary Circle Sponsor of The CFP Board Center for Financial Planning. So reports Public Now.

Read more

Independents advisors have been able to acquire low cost technology through licensing agreements or through custodians that can rival billion dollar software used by large wirehouses. So reports Forbes.

Read more


Investment products that focus on tax efficiency and risk management may reduce costs for investors more than low-fee funds, according to a study called “The Efficient Investor” by Matt Fellowes, CEO of United Income. So reports Financial Planning.

Read more

Legislation currently proposed in Congress would allow retirement plan sponsors to rely on state insurance department reviews as an alternative to determining if an annuity provider has the capacity to make future income payments. So reports Financial Advisor.

Read more

Jeffrey Lewis, who is a former financial planner, has been sentenced to 33 months in prison for stealing $455,000 from a 94-year-old blind woman in Mercer County. So reports the Pittsburgh Post-Gazette.

Read more