CFA vs. CFP: Really?
As if fiduciary CFPs didn’t have enough obstacles to overcome, now they’re getting criticized by CFAs (well, one CFA at least).
To Motivate Your Team, Drop the 49ers’ Owner’s Playbook
A word about compensating employees: If you want a business bigger than yourself, your biggest job is to motivate your employees to help you.
Does the independent advisory industry really need another study?
Why You Need Another Advisor to Plan Your Succession
When planning the team to advise you on your succession plan, take Gary Pittsford's advice and get another advisor (not the successor) to advise you.
Brian Hamburger: Stakes Are High for CFP Board in Camardas’ Lawsuit
The attorney and founder of MarketCounsel says lawsuit is an "accountability test" for the CFP Board.
The Vindication of History: Harold Evensky and CFP Lite
The CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
Camardas 1: CFP Board 0. Where Does the Board Go From Here?
A U.S. judge's procedural ruling casts doubt on the CFP Board's strategy over Fee-Only Gate. Fortunately, there's a way out for the Board.
The Legacy of John Bogle, the Man in the Arena
Few advisors realize that Vanguard founder Jack Bogle is a lot more than just the “index” guy.
Some Friendly PR Advice for the CFP Board on Its New Test
There could be a perfectly valid scientific explanation for how a test can be shorter, yet just as rigorous, but the Board's explanation ain’t it.
With (Democratic) Friends Like These…Is It Time to Recast Fiduciary Argument?
The opposition of the "New Democrat Coalition" to DOL’s inchoate fiduciary rule may well be a golden opportunity for those who put clients’ interests first.