Financial Planning: The Antidote for the More Matrix
Financial planning is the perfect tool for helping clients overcome cravings for “more” because it provides a method for visualizing and quantifying “enough.”
Jamie Green: The Right Man at the Right Time
The former editor never lost sight of the real goal: providing information to help independent financial advisors better serve and care for clients.
Crunch Time: New Standards Will Define the Future of CFPs
I’m beginning to hear rumors that the CFP Board Commission on Standards may soon release its recommendations and open them up for public comment.
Strike Three: Is Index Investing Really a Swing and a Miss?
Let me say right up front that I loved “Moneyball.” It’s the ultimate “revenge of the nerds” story.
Dick Wagner: The Conscience of a Profession
Financial planners share the impact the late Wagner had on their careers and the industry.
The Human Side of Financial Planning: George Kinder Talks About Dick Wagner
“I don’t think that life planning as we or I know it would exist if it weren’t for Dick,” according to George.
Dick Wagner and the Need to Understand Clients’ Attitudes About Money
One of Dick’s lifelong interests was the role and meaning that money has in people’s lives, Bob Clark says.
Do Too Many Rules Really Lead to Bad Advice?
Regular readers will probably not be surprised that I have a few problems with Don Trone’s take on United Airlines and the “Fiduciary Paradox.”
Why Brokers’ Transition to AUM Fees May Trigger a Boom for Independent Advisors
I’d leave my broker-dealer, too, if they switched me from paying commissions to paying a 2% annual AUM fee.
Active Share II: A More Powerful Tool for Identifying Defensible Actively Managed Funds
While the fate of the DOL fiduciary rule is unclear under President Donald Trump's administration, its impact continues to be felt.