How Demanding Are Your Firm’s Year-End Processes?

November CFP® Certification Examination Results Mailed

Use Tag Clouds to Identify Common Threads

Get the Financial Planning 2009 Software Survey
It’s that time of year again when Financial Planning magazine publishes its annual survey of technology in use by financial planners and advisers. This is the third year for the survey, and again

FINRA Delays Webinar on Social Networking Guidelines
I posted back in October that FINRA scheduled a webinar to discuss guidelines when using social networking websites. The webinar was scheduled for December 16, 2009. I learned today via AdvisorTweets on Twitter that the webinar has been postponed for three months. It now is scheduled for March 17, 2010. One thing that hasn’t changed is the $50 member/$100 non-member registration fee required to attend the

FPPad On Google Wave; Now What?
Over the weekend I received an invitation to Google Wave and have finished setting up access with my account. What’s Google Wave? My favorite description so far of Google Wave is that it’s the Play Doh of communication: there are no obvious instructions, but you can pretty much do anything with it. So if you’re on Google Wave, connect with me and let’s see wh

Whose Behavior Needs to Change: Advisers or Clients?
Marion Asnes, editor in Chief of Financial Planning magazine, is tweeting live from this week’s

Who’s Behavior Needs to Change: Advisers or Clients?
Marion Asnes, editor in Chief of Financial Planning magazine, is tweeting live from this week’s