May 27, 2009
CFP Board announces March exam resultsCertified Financial Planner Board of Standards, Inc. announced Wednesday that 52.3 percent of the 2,063 individuals who sat for the March 20-21, 2009 CFP Certification...
March 01, 2009
Group Think? The Financial Planning Association's Board voted to lay off 10 full-time employees to match an anticipated 15% drop in revenue for FY 2009-2010, which...
January 26, 2009
IMCA Raises Standards for Its CertificantsThe Investment Management Consultants Association announced changes in its certification process to attendees of its Consultants Conference in New York on January 12.
April 11, 2008
Standards bodies promote global principlesThe certified Financial Planner Board of Standards has entered into a membership agreement with the Financial Planning Standards Board Ltd., the international organization that owns the CFP marks outside the United States. As part of that
August 23, 2007
Testing Advisors' Fiduciary Know-HowThe Centre for Fiduciary Excellence LLC (CEFEX), an independent global assessment and certification organization based in Toronto, is putting advisory firms through a rigorous assessment process to determine their level of fiduciary responsibility.
July 31, 2005
Uniqueness Counts In The Independent Agent's Sales ProcessAdvisors are likely to be impacted by the June 2007 federal court decision in Hawaii
July 30, 2005
Uniqueness Counts In The Independent Agent's Sales ProcessAdvisors are likely to be impacted by the June 2007 federal court decision in Hawaii
January 11, 2005
Supreme Court Lets HMO Provider Suit ContinueA major class-action suit against 6 large managed care companies has moved a step closer to trial.[@@]The U.S. Supreme Court declined Monday to review ...
July 19, 2004
Allianz To Use Saba Educational ProgramsNU Online News Service, July 19, 2004, 12:31 p.m. EDTAllianz A.G., Munich, has picked Saba Software Inc., Redwood Shores, Calif., to help it develop ...