Updated Wednesday, September 3, 2014 as of 2:57 AM ET
Camardas Produce Useless Documents, CFP Board Says
Most of the nearly 13,000 pages produced in a lawsuit are duplicates, the board alleges in its ongoing court battle with Jeffrey and Kimberly Camarda.
More in RIAs
From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms. more »
If you're not focusing your time and attention on the people who add the most value to your firm, you're getting it wrong. more »
PageOne Financial denies SEC charges that the RIA aimed to fund its own sale with commissions from advisor clients. more »
Most advisors won't get the price they want from selling their practices -- and don't really want to sell anyway, one study finds. more »
David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company. more »
A paper that Hopewell published introduced stochastic modeling -- including the use of Monte Carlo simulations -- to the profession for the first time. more »
As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth. more »
Michelle Smith explains the advantage of specializing in divorce planning. more »
LPL's ability to service a cluster of firms attracts hybrid Financial Advocacy Network from the D.C. area. more »
The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners. more »
A set of mid-1990s recommendations aimed to reform Wall Street's culture. They didn't, however -- and the real losers were investors. more »
Are advisors doing clients a disservice when they prepare to hand over the reins? more »
The pitches are persuasive. Workers who leave jobs with the federal government transferred $10 billion last year out of the Thrift Savings Plan. more »
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