1. Harold Evensky, Long A Champion Of The CFP Designation, Explains Why He Is Joining The Board Governing The RMA Designation
(Matching tags: profession,differentiation,retirement income,advisor industry people)

Harold Evensky, long a leading voice in the movement to make the financial advice business a profession, is joining the board of governance for the Retirement Management Analyst (RMA) designation. Evensky’s ...

2. CFP Board Changes Experience Requirement And Procedures For CFPs Filing For Personal Bankruptcy As Well As Key Disciplinary Rules
(Matching tags: profession,regulation,CFP Board)

The Certified Financial Planner Board of Standards, Inc. today announced a change to its requirement that candidates obtain three years of experience in the profession, saying that two years of fulltime ...

3. President Of Morningstar's Investment Management Division Joins Curriculum Advisory Board For Retirement Management Analyst Designation
(Matching tags: RMA,profession,retirement planning)

Peng Chen, Ph.D., CFA, president, Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.

4. Answers To Your Questions About The Retirement Management Analyst Designation
(Matching tags: investing for income,profession,retirement planning,annuities,financial planning,retirement income)

... also providing inflation protection and potential growth.   In contrast to an investment management professional, a Retirement Management Professional through the RMA℠ designation has demonstrated ...

5. Here's A Chance For You To Participate In The Internet Movement To Improve Everything
(Matching tags: profession,investment fiduciaries,leadership,client education,financial planning,family offices,fiduciaries,Offbeat,investor behavior)

... a financial advisor who wants to be treated like a professional, here's a chance to act like a professional: email psychologists to sign a petition to create a financial division.  ...

6. Are Registered Reps Capable Of Acting In A Fiduciary Manner?
(Matching tags: fiduciaries, client education,regulation,profession,practice management)

The term ‘financial advisor’ is a title that remains unregulated. Most clients still have no idea what being a fiduciary means or if their advisor or rep is one. Knowing when an advisor is ...

7. Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent
(Matching tags: new investors,business strategy,technology,Advisor businesses,profession,strategic planning,online financial advice,competitors,prospects,investment advisors,asset management,Financial Planning Apps)

For financial advisors tracking the growing competition from consumer finance apps, here’s a roundup of seven free personal finance apps and a fuller explanation of why these types of apps pose a ...

8. Psychologist Who Developed A Model For A Healthy Relationship With Money Says American Psychological Association Ignores Mental Health Problems Caused By Money; Petitions APA To Create Division Of Financial Psychology
(Matching tags: women investors,profession,Wealth Management,client loyalty,client satisfaction,life planning,family offices,client communications,investor behavior)

Dr. Mary Gresham, an Atlanta psychologist who has developed a model for structuring a healthy relationship with money for individuals, says the American Psychological Association (APA) has ignored the ...

9. Is The Certified Financial Planner Designation Out Of Synch With Today's Financial Advice Consumer?
(Matching tags: profession,investment advisors,financial planning,CFP Board,profitability)

“The revolution that began in December 1969,” according to the opening page of "The History of Financial Planning: The Transformation of Financial Services" (John Wiley and Sons, ...

10. Guest Post: Wade Pfau, A Thought Leader In Retirement Planning, Responds To Discussion On RMA Versus CFP
(Matching tags: profession,financial planning,CFP Board)

... looking for suitable retirement advice is that there has been a proliferation of professional designations, and it can be really hard to tell one from the other. In an ongoing discussion at advisor4advisors, ...

11. Seeking To Transform Retirement Advice, RIIA Could Have Great Influence On The Financial Advice Profession In The Years Ahead
(Matching tags: profession,retirement planning,CFP Board,advisor industry people)

The Retirement Management Analyst could help transform the financial advice profession over the next decade as retirees struggle to create secure income streams as their assets decline. RMA has positioned ...

12. U.S. News & World Report Says Being A Financial Advisor Is One Of Its Top 25 Jobs Of 2012 And Predicts Significant Growth
(Matching tags: profession)

U.S. News & World Report yesterday published its list of the top 25 jobs of 2012 and being a financial advisor was ranked No. 23, and the magazine, whose lists of top colleges and places are extremely ...

13. Retirement Income Industry Association To Answer Your Questions About Its Ties To Product Manufacturers And Whether It Is Adding To Designation Proliferation
(Matching tags: profession,retirement planning,annuities,financial planning,CFP Board,fiduciaries,retirement income,advisor industry people)

... to designation proliferation? Francois Gadenne, founder, chairman, and executive director of RIIA, will respond to these and other questions from financial advice professionals this Friday.   In ...

14. An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers
(Matching tags: profession,RIAs,investment advisors,financial planning,CPAs,CFP Board,NAPFA)

... manufacturers, did not partner with CFPS, CFAs, CIMAs, CPAs, and other established professional designations for financial advisors.   ...