Finance New

Specialists In Finance

  • World Finance News
  • Finance Analyst
  • Financial Planning
  • Financial Advisor
  • Financial Education
  • Finance Director
  • About Us
    • Advertise Here
    • Contact Us
    • Privacy Policy
    • Sitemap
  • World Finance News
  • Finance Analyst
  • Financial Planning
  • Financial Advisor
  • Financial Education
  • Finance Director
  • About Us
    • Advertise Here
    • Contact Us
    • Privacy Policy
    • Sitemap

No Widgets found in the Sidebar Alt!

  • New president of FPA makes ‘title protection’ for financial planners a top priority
    Financial Planning

    New president of FPA makes ‘title protection’ for financial planners a top priority

    February 11, 2023 /

    When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting one of the founding fathers of the planning industry. James Lee, who became president of the FPA’s board of directors in January, is particularly drawn to wealth management guru Dick Wagner’s prediction that financial planning would become “the most important authentic profession of the 21st century.” Wagner, a lawyer-turned-advisor who died in 2017, used those words in his 2016 book “Financial Planning 3.0,” which argues that financial planners deserve the same sort of professional standing now accorded to lawyers, doctors, certified…

    read more
    Reynaldo Jackson Comments Off on New president of FPA makes ‘title protection’ for financial planners a top priority

    You May Also Like

    Most Americans fall far short of their own retirement saving goals

    Most Americans fall far short of their own retirement saving goals

    April 12, 2023
    Retirement planning and the potential 401(k) fallacy

    Retirement planning and the potential 401(k) fallacy

    February 8, 2023
    What Is A Reverse Nudge And How Does It Affect Your Financial Planning?

    What Is A Reverse Nudge And How Does It Affect Your Financial Planning?

    January 9, 2023

Recent Posts

  • How to Budget for Content Marketing Without Losing Financial Discipline
  • The History of PAFI: Indonesian Pharmacists Association
  • How To Make a Finances System
  • Finance and Operations Director job with Métier
  • Prairie Village’s 2024 budget process begins — Here’s a timeline

Archives

  • October 2026
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022

Categories

  • Finance Analyst
  • Finance Director
  • Finance Management
  • Financial Advisor
  • Financial Education
  • Financial Planning
  • World Finance News

Partner Link

Ashe Theme by WP Royal.