SEPTEMBER 2023: Regulatory/Fiduciary Update
September 27-29, 2023 -- Phoenix, AZ
By Sean J. Coughlin and Angela A. Turiano with assistance from Richard Dow
Regulators have yet to offer a clear framework for oversight of digital currency investments.
In celebration of this landmark anniversary of the CFP® mark, FPA sat down with a few of the pioneering practitioners and talked about the history and future of financial planning.
By Gerry Herbison, D.B.A., CFP®, ChFC, CASL, CLF
Actively controlling your time and your development is vital, as you can never recover time.
Two keynote speakers explain that concise, direct communications with prospects help them understand what you can offer them.
Some of our presenters shared a preview of what you’ll hear during the Journal of Financial Planning Research Showcase sessions.
FPA NEXT GENERATION PLANNER
By Danielle Andrus
My Career Path
By Kristine McManus
Planning a STUDY GROUP? Check out suggested questions and other resources to make your study group a success!
Crypto’s Emerging Influence on the Banking System
By Ivory Johnson, CFP®, ChFC
Bitcoin and other cryptocurrencies have had their time in the limelight, but another standard may supplant their usefulness.
By William Reichenstein, Ph.D., CFA
Planners can help their clients save thousands in additional taxes following
Unclogging the Prospect Pipeline
By Charesse Spiller
A strong training program is fundamental for multi-adviser firms that struggle to convert prospects.
Women in Retirement
Impact of Caregiving on Retirement Plans
By Alexandra Armstrong, CFP®, CRPC
Helping clients achieve comfortable retirements means helping them prepare for life’s bumps.
By Miranda Reiter, Ph.D., CFP®; Di Qing, Ph.D.; and Morgen Nations
Social media is a growing source of financial information via “finfluencers.” Not everyone is as receptive to financial information received this way, and investors’ investment choices may reflect the information received.
IN CASE YOU MISSED IT
By Jason N. Anderson, CFP®, CPA, and Derek R. Lawson, Ph.D., CFP®
Those who exhibit a higher personal achievement tend to have higher risk tolerance. This can result in more risky assets, such as cryptocurrency, in their portfolio. This could be a positive development.