The third annual competition requires students to prepare a document and video on whether robo-advisors will help clients’ meet their financial planning needs
The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition
Jim Virtue succeeds Caron Czorny
Mentorship program also aims to increase the association's membership, which has been declining
Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted
If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes
Avoid these common mistakes in determining the risk profiles of your clients
Program aims to help planners achieve the RFP designation
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
The recently elected president of the Institute of Advanced Financial Planners is committed to promoting the RFP designation and a strong believer in value investing