Have the CFP Board’s Recent Punishments Fit the Crimes?
First, do no harm. Was harm done in the cases of Ron Rhoades, “fee-only” wirehouse brokers and the Camardas?
End the ChFC vs. CFP War: An Open Letter to American College CEO Bob Johnson
The American College should reposition itself to support the emerging need for deeper post-CFP specializations and niche educational programs for financial advisors.
Third of Clients Say They Didn’t Get Adequate Financial Planning Services
New research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are “financial planners.”
NexGen Gender Demographics
As the industry scrambles to find new talent to replace outgoing advisors, it's important to consider how women can fit into those new roles.
Seen and Heard: Get the Word Out to Get Women In the Industry
A 2012 report by the European Commission found companies with a gender-diverse board had a 42% higher return in sales, 66% greater return on invested capital and 53% higher return on equity.
Want to Boost Your Bottom Line? Add More Women
One need look no further than the numerous reports and comments made by influential professionals—both male and female—for evidence that gender diversity, as well as adding and escalating women in corporate roles, are key drivers of business growth.
Understanding Advisor Economics 101: Follow the Money
The economics of being a wirehouse broker vs. an independent advisor, of the wirehouses vs. fee-based financial services firms, and the CFP Board.
3 Ways to Address Advisor Shortage
It’s not that Gen Yers don’t care; they just don’t know about the career opportunities the financial services industry can provide.
Camardas Amend Court Filing to Block Client List From CFP Board
The move comes shortly after the CFP Board filed a motion asking the Camardas to hand over client information, which raised questions about privacy rules.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.