CFP Board Request for Camardas' Client List Raises Eyebrows
The latest filing in the CFP Board/Camarda legal tussle is raising some questions about privacy rules, Brian Hamburger of MarketCounsel says.
CFP Board Hires Loper to 'Strengthen' CFP Mark
John Loper will be director of corporate relations, playing a key role in encouraging top firms' "preference for and investment in CFP certification."
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.
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and Schmucks
Readers of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
CFP Board Names Votava 2015 Chairman-Elect
G. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
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.”
Breaking Through Your Career-Track Barrier
In my conversations with next-gen advisors throughout the country, many express frustration that they are stuck in an associate advisor role when their desire is to move into a full lead advisor role.
Come Together (for Fiduciary Best Practices)
Knut Rostad's thoughtful white paper calls on the advisory industry to set fiduciary best practice standards.
Free Financial Advice? What Could Be Better for Consumers?
Excising the requirement that professionals act in clients’ best interests would make society much more efficient, and save the Treasury billions!
The 2% Solution: NAPFA Changes Its Membership Standard
I find myself in the curious position of agreeing with both the NAPFA rule change and the advisors who oppose it.