Calif. department doesn’t certify exchange agents
By Allison BellA spokeswoman for the California Department of Insurance says, "We have nothing to do with that."
June 15, 2013
How to Handle Collectibles as Client AssetsEstate planning pitfalls to avoid when dealing with coins, stamps and other items, from Jim Halperin of Heritage Auctions.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
April 29, 2013
Fired Oregon officer: Alcoholism was a disabilityThe firearms instructor received a DUI while heading to a firearms training session.
September 04, 2012
Unregulated Advisor Designations Leave Seniors Vulnerable, IMCA SaysIncompetent financial advice is a serious threat that leads to tangible losses for seniors. IMCA wants to do something about it.
August 01, 2012
CFPs Add Value, Are More Productive: StudyFinancial advisors who carry the CFP designation add value to their firms, are more productive and provide a higher level of client satisfaction, according to the results of a new study from Aite Group.
January 31, 2012
IMCA Brings CIMA Certification Program to Chicago’s Booth Business SchoolIMCA CEO Sean Walters says competition has grown among education providers for credentialing programs, and he predicts closer regulatory scrutiny will reduce the number of certifications.
January 18, 2012
CFP Board Mulls Changes to Disciplinary Approach on BankruptciesThe Certified Financial Planner Board of Standards announced Wednesday that its seeking comments by Feb. 17 on whether to modify the way the Board handles bankruptcy filings by CFPs.