August 1, 2016
New
08:02
Risk Tolerance
Participants: Michael Finke, David Blanchett
August 1, 2016
New
06:30
Human Capital
Participants: Michael Finke, David Blanchett

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About

Mission

To strengthen the financial services industry through knowledge and insight that professionals can use to help their clients achieve financial security

Vision

To be a thought leader, an idea incubator – the place the industry turns to when challenged with an issue that is greater than just one company

Staff & Advisory Board

February 1, 2017

The Grass is Always Greener: Perceptions of Students and Alumni Regarding Costs, Delivery, and Instruction of Financial Planning Education

This paper explores cost, delivery, and instruction preferences between CFP® Board registered programs from the viewpoint of current students and recent alumni. Using data collected from a 2015 online intercollegiate study of students and alumni in CFP Board registered programs, this paper finds students assess cost and program elements differently as they matriculate from program participant to CFP® certificant.

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January 30, 2017 | Kiplinger

What Student Loan Borrowers Must Know About the Navient Lawsuit

By: Thomas H. Blanton

A recent lawsuit filed by the U.S. Consumer Financial Protection Bureau accused Navient Corp., the nation's largest servicer of both federal and private student loans, of systematically misleading borrowers by providing them with bad information, processing payments incorrectly and using deception to direct borrowers away from plans offering lower monthly payments.

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January 30, 2017 | Financial Advisor IQ

FA Pay to Increase - If They Can Prove Their Value

The number of financial advisor jobs, as well as their compensation, is expected to rise in the next several years, Investor’s Business Daily writes. But advisors who can’t justify the higher fees they charge over cheaper robo-advice alternatives may see a pay cut, according to the publication.

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January 12, 2017 | Investor's Business Daily

Some Financial Advisors' Pay Is About To Rise — Is Yours?

By: Paul Katzeff

The next seven years should be a good time to break into the financial advisor profession or to advance your career if you're already an advisor. That's because the number of jobs for financial advisors is expected to grow by 30% to 323,200 vs. 249,400 positions as of 2014, according to the Bureau of Labor Statistics (BLS).

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January 1, 2017 | Insurance News Net

Goodbye, Vegas: What the DOL Rule Means for Reward Trips

By: Craig Lemoine

April 10 will kick off a new era for the financial services profession. On that day, the Department of Labor conflict of interest rule swings into effect. The DOL rule waves the fiduciary flag broadly, and it will impact our profession from A to Z.

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