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The settlements pose an impact to the firms accused of neglecting their Form CRS, but not to giant wealth managers bracing for stronger enforcement.

KXLY February 8, 2021 9:17 AM Kate Ashford - Forbes Advisor Posted: Updated: February 10, 2021 4:26 AM Are you looking for a financial advisor? You may have already encountered an alphabet soup of different professional credentials. CFA, CFP and CPA are only three of the most common certifications financial advisors add to their titles—there are others. Trouble is, not all of these certifications are created equal. Some are more appropriate and relevant than others, depending on your particular needs. “Consumers need to not just take at face value that if someone has some letter...

FPA, NAPFA Evolve Alongside Pandemic, Online Competition With the rise of remote meetings, social media and online communities, do professionally managed industry associations like FPA and NAPFA have a future? The numbers are mixed. Advisors grappling with the coronavirus pandemic have changed how they relate not just to their clients but to each other as well. Advisors in independent practices, much like doctors and lawyers, have always worked in some degree of professional isolation, even before COVID-19 put an end to in-person gatherings of like-minded peers. Many advisors join pro...

FPA NexGen Introduces New President Joey Stemmle helped start a student chapter at Virginia Commonwealth University before ascending to his current leadership role. The Financial Planning Association’s NexGen organization announced that Joey Stemmle is officially the group’s president, effective January 1. An advisor with Ameriprise Financial Services’ Riverstone Wealth Advisory Group in Midlothian, Va., Stemmle will be leading the group alongside an 11-member leadership committee.  Stemmle’s FPA NexGen presidency is not his first leadership role. While studying at Virginia Com...

Former TDAI executive Skip Schweiss spent the waning days of 2020 getting his CFP credentials and preparing for a new regulatory landscape.