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.
The Latest, Most Outrageous Attempt to Neuter Dodd-Frank
When you look at its provisions and assumptions, you've got to wonder how SIFMA got Rep. Wagner to get HR 2374 passed by the House.
FPA Addresses CFP Board Controversies, New Ventures
The FPA's leadership spoke about the controversies involving the CFP Board on defining "fee only" and whether the Board should offer CE.
Branham, Schadle (and Brand) Assess Strides Made, Future Goals of FPA
At annual conference, a look at the 'business discipline' that's now in FPA's genetic makeup, along with an update on the group's advocacy efforts.
Salary Removal: The Truth Behind Advisor Compensation
Clients don't need to know “how their advisor gets paid.” They need to know how they're paying their advisor.
Debunking Time: Fiduciary Duty Would be Good for (a Broker's) Business
The Financial Planning Coalition’s letter to the SEC debunks the securities industry’s current main objection that a fiduciary standard would cost too much for brokers.
Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard
In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.
Don’t Flub Fiduciary Rule, Groups Urge SEC
A broad group of organizations fears the SEC is headed toward proposing a watered-down fiduciary rule.
Futurist Lowell Catlett Closes FPA Retreat With Laughs
Catlett claims the price of eating and owning a home has never been lower.
CFP Board’s CE Plan Rattles FPA Retreat Attendees
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.