CFP Board & NAPFA Split on ‘Fee-Only' Definition

News, Analysis and Ideas for Registered Investment Advisors RIA IQ Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List August 22, 2013 FOLLOW US: CFP Board & NAPFA Split on ‘Fee-Only' Definition Two of the most influential organizations in the world of independent planners, the CFP Board and NAPFA, do not agree on the definition of one of the most hot-button terms in the profession: fee-only. 9 Smart Time Management Tips for Advisors When are you most efficient in the day? Figure it out -- and then organize your daily time management strategy with your own circadian rhythms in mind. LPL Announces Big Changes in Fees, Service & Technology LPL wants its advisors to know that it has heard their complaints and is doing something about them. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! Social Media Tips for Solo Advisors Let’s start with the basics: If you are not engaging people on social media as a financial advisor, it’s time to catch up. LPL Stock Deal Clears Way for Bank Will LPL Financial be getting into the banking business? Banyan Buys 2 RIAs, Doubling to $4 Billion in AUM Independent wealth management firm Banyan Partners is nearly doubling its assets under management to $4 billion by acquiring two firms simultaneously. Connect With Us Anywhere, Anytime Download Our Apps for iPad®, iPhone® and Android™ Access Financial Planning's dynamic features and content right from the palm of your hand. Visit the App Store or Android Market to download now! AMG Unit Makes Second Wealth Management Deal AMG Wealth Partners has taken a minority stake in Tarrytown, N.Y.-based Clarfeld Financial Advisors, a $4 billion firm with a London office that specializes in serving wealthy U. S. citizens living abroad. Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos How Will You Get Where You Want to Be? Helping Advisors with Social Media Raymond James Unveils New Advisor Pricing Selecting the Right Advisor Coach Slide Shows 8 Things Financial Advisors Shouldn't Do on LinkedIn 5 Ways Advisors Can Help Clients Slash Health Care Costs 12 Advisor Trends That Will Shape the Next Decade 7 Keys to Creating a Standout Brand 7 Mistakes to Help Clients Avoid When Planning for Retirement Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to Distinguish a ‘Good Story’ From a True Growth Opportunity. The Unintended Consequences of Inflation Protection © 2013 SourceMedia. All rights reserved. You are currently subscribed to RIA IQ as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809