Knut Calls Out the Brokerage Industry on Fiduciary Standard
Knut Rostad makes the case why a fiduciary standard for all financial advisors is more important than ever today.
Reading the Data on the Bright Future of Online Advice
A poll found investors are more likely to use human advisors, but also expect to use more online advice. What's your take on the data?
Has the CFP Board Overplayed Its Hand With the Camardas?
Even if the Board wins its suit, what will be the long-term cost in the hearts and minds of other CFPs?
Can CFPs Really Be Fiduciaries?
To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
The Case for a New Advisor Designation: ‘Fiduciary-Only' Advisors
“Fiduciary-Only” advisors would create a new level of trust between retail investors and advisors — and become the next “powerful marketing tool.”
Mutiny? Brokers Are Embracing Fiduciary Standard, if Not Their Employers
Deutsche Bank suit and countersuit show that some brokers are putting their clients' interests first even when their employers dictate otherwise.
Fee Transparency: Why Advisors Should Tread Carefully
First, if SIFMA wants it, beware. Second, any regs will only focus on how much clients pay “advisors,” not what they’re paying for brokerage services.
Advisor X Asks 4 Good Questions; We Answer
Among the interesting queries this anonymous advisor raises: Are fiduciary advocates sincere?
A Peek Behind the Robo-Advice Curtain
How’s this for marketing? You tell me what you own, I’ll find funds that performed better and call the difference your “lost earnings.”
The Process of Financial Planning: Time to Go to the Next Level?
I think it may be time to create a true profession of financial planning.