Tag: Practice management

PA NC: Powerful Presentations

Knowing the audience and customizing presentations for specific participant groups are the keys to having an effective participant meeting, according to a panel of industry professionals at PLANADVISER’s National Conference 2007 in Orlando, Florida, this week.

CFP Revamps Ethical Standards

The Board of Directors of Certified Financial Planner Board of Standards Inc. (CFP Board) has revised the ethical standards for CFP professionals, requiring them to 'at all times place the interest of the client ahead of his or her own.'

Retirement Planning High on Advice Agenda

Married men and women participating in a recent survey agreed that the top two reasons for turning to a financial adviser are to prepare for retirement (58% of men and 63% of women) and investment planning (55% of men and 56% of women).