Crunch Time Part II: CFP Board’s ‘D-Day’
If the CFP Board doesn’t get planners on the right side of the fiduciary issue right quick, it risks marginalizing the entire profession.
Not So Fast, Mr. Cohn: Is Financial Advice Really Like a Restaurant Menu?
When you listen to folks argue for or against things for enough years, you start to recognize certain patterns.
Investment Risk: Another Key to Understanding Financial Services
As we all know, under the current suitability standard, many “advisors” aren’t required to consider the cost to investors when making investment recommendations.
DOL’s (Possible) Loss Could Be Your Gain
Many advisors are lamenting attempts to dismantle Labor’s new fiduciary rule. Bob Clark has a different take.
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.